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Hawaii Medical Service Association Retiree Health Benefits Tr

  • Honolulu, HI
  • Tax-exempt since Feb. 2006
  • EIN: 77-6235574

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Details

According to its Dec. 2023 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$1.73M (2023)

Expenses
$2.7M (2023)

Total Assets
$56.2M (2023)

Total Liabilities
$658k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,728,289
Expenses
$2,696,309
Net Income
-$968,020
Net Assets
$55,529,034
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $125,825
7.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,602,464
92.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $56,186,757
Total Liabilities $657,723
Net Assets $55,529,034
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Bank Of Hawaii (Institutional Trustee) $89,865 $89,865 $0
Mark Mugiishi (Trustee) $0 $3,325,224 $101,518
Gina L Marting (Trustee) $0 $1,168,196 $32,179
Lisa Sakamoto (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 16, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,776,692
Expenses
$1,792,745
Net Income
-$16,053
Net Assets
$49,820,454
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $145,970
8.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,630,722
91.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $50,798,677
Total Liabilities $978,223
Net Assets $49,820,454
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Bank Of Hawaii (Institutional Trustee) $97,765 $96,884 $0
Mark Mugiishi (Trustee) $0 $3,147,226 $134,480
Gina L Marting (Trustee) $0 $1,124,161 $67,949
Lisa Sakamoto (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 13, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,535,419
Expenses
$2,580,161
Net Income
-$44,742
Net Assets
$67,094,132
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $232,397
9.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,303,022
90.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $68,765,901
Total Liabilities $1,671,769
Net Assets $67,094,132
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Bank Of Hawaii (Institutional Trustee) $111,160 $100,140 $0
Lisa Sakamoto (Trustee) $0 $0 $0
Gina L Marting (Trustee) $0 $902,403 $264,026
Mark Mugiishi (Trustee) $0 $2,213,235 $1,274,888
Michael Stollar (Former Trustee) $0 $2,611,578 $478,962
+ View more people

Document Links

990
Filed on Oct. 10, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$181,744
Expenses
$2,285,035
Net Income
-$2,103,291
Net Assets
$61,214,141
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $181,744
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $63,467,366
Total Liabilities $2,253,225
Net Assets $61,214,141
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Bank Of Hawaii (Institutional Trustee) $87,081 $99,805 $0
Lisa Sakamoto (Trustee) $0 $0 $0
Gina L Marting (Trustee) $0 $729,618 $300,311
Mark Mugiishi (Trustee) $0 $1,863,185 $2,946,501
Michael Stollar (Former Trustee) $0 $2,049,235 -$873,629
+ View more people

Document Links

990
Filed on Oct. 15, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,026,126
Expenses
$1,714,123
Net Income
-$687,997
Net Assets
$51,703,238
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $267,611
26.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $758,515
73.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $53,130,280
Total Liabilities $1,427,042
Net Assets $51,703,238

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$952,863
Expenses
$1,035,771
Net Income
-$82,908
Net Assets
$41,921,768
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $176,505
18.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $776,358
81.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $42,947,531
Total Liabilities $1,025,763
Net Assets $41,921,768

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$167,896
Expenses
$1,171,059
Net Income
-$1,003,163
Net Assets
$47,071,429
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $167,896
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $48,315,409
Total Liabilities $1,243,980
Net Assets $47,071,429

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$156,353
Expenses
$1,497,300
Net Income
-$1,340,947
Net Assets
$39,994,630
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $156,353
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $41,323,269
Total Liabilities $1,328,639
Net Assets $39,994,630

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$135,865
Expenses
$1,063,559
Net Income
-$927,694
Net Assets
$38,576,174
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $135,865
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $39,595,769
Total Liabilities $1,019,595
Net Assets $38,576,174

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$128,691
Expenses
$1,159,876
Net Income
-$1,031,185
Net Assets
$40,490,341
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $128,691
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $41,633,923
Total Liabilities $1,143,582
Net Assets $40,490,341

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$108,296
Expenses
$1,650,776
Net Income
-$1,542,480
Net Assets
$39,871,226
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $108,296
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $40,824,331
Total Liabilities $953,105
Net Assets $39,871,226

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$102,035
Expenses
$1,271,249
Net Income
-$1,169,214
Net Assets
$34,270,315
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $102,035
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $34,621,625
Total Liabilities $351,310
Net Assets $34,270,315

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$277,742
Expenses
$673,780
Net Income
-$951,522
Net Assets
$32,270,214
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $99,582
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$377,324
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $32,416,047
Total Liabilities $145,833
Net Assets $32,270,214

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated