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Hawaii Estate Planning Council

  • Honolulu, HI
  • Tax-exempt since Oct. 1992
  • EIN: 99-6004891

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$53.1k (2024)

Expenses
$62.4k (2024)

Total Assets
$99k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2018 to 2024

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 Jan.
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$53,101
Expenses
$62,384
Net Income
-$9,283
Net Assets
$99,003
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,408
15.8%
Program Services $0
Investment Income $2,763
5.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $99,003
Total Liabilities $0
Net Assets $99,003
Compensation
Key Employees and Officers Compensation Other
Derek Wickes (President) $0 $0
David Nakamura (Vice Preside) $0 $0
Daniel Vermillion (Secretary) $0 $0
Tony Lim (Treasurer) $0 $0
Frances Lui Kwan (Director) $0 $0
Stephanie Asato (Director) $0 $0
Lisa Tellio (Director) $0 $0
Dick Oshima (Director) $0 $0
Reid Matsushima (Director) $0 $0
Kyle Yoneshige (Director) $0 $0
Kurt Kawafuchi (Director) $0 $0
Akiko Sakamoto (Director) $0 $0
Jennifer Okubo Polido (Director) $0 $0
Joelle Yamamoto (Director) $0 $0
Karynthya Trevino (Director) $0 $0
Eri Shima (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 30, 2024

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

View Filing
XML

Fiscal Year Ending Jan.
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$50,382
Expenses
$45,279
Net Income
$5,103
Net Assets
$108,286
Notable Sources of Revenue Percent of Total Revenue
Contributions $12,332
24.5%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $109,236
Total Liabilities $950
Net Assets $108,286
Compensation
Key Employees and Officers Compensation Other
Tony Lim (President) $0 $0
Derek Wickes (Vice Preside) $0 $0
David Nakamura (Secretary) $0 $0
Frances Lui Kwan (Treasurer) $0 $0
Stephanie Asato (Director) $0 $0
Lisa Tellio (Director) $0 $0
Roger Lerud (Director) $0 $0
Dick Oshima (Director) $0 $0
Daniel Vermillion (Director) $0 $0
Nick Chu (Director) $0 $0
Reid Matsushima (Director) $0 $0
Kyle Yoneshige (Director) $0 $0
Jason Mukaida (Director) $0 $0
Kurt Kawafuchi (Director) $0 $0
Akiko Sakamoto (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Dec. 4, 2023

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

View Filing
PDF XML

Fiscal Year Ending Jan.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$40,502
Expenses
$4,956
Net Income
$35,546
Net Assets
$103,683
Notable Sources of Revenue Percent of Total Revenue
Contributions $500
1.2%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $104,066
Total Liabilities $383
Net Assets $103,683
Compensation
Key Employees and Officers Compensation Other
Jennifer Okubo (President) $0 $0
Tony Lim (Vice Preside) $0 $0
Frances Lui Kwan (Treasurer) $0 $0
Derek Wickes (Secretary) $0 $0
Stephanie Asato (Director) $0 $0
Lisa Tellio (Director) $0 $0
Roger Lerud (Director) $0 $0
Dick Oshima (Director) $0 $0
David Nakamura (Director) $0 $0
Daniel Vermillion (Director) $0 $0
Nick Chu (Director) $0 $0
Reid Matsushima (Director) $0 $0
Justine Herrera (Director) $0 $0
Kyle Yoneshige (Director) $0 $0
Jason Mukaida (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Dec. 5, 2022

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

View Filing
XML

Fiscal Year Ending Jan.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$51,209
Expenses
$22,273
Net Income
$28,936
Net Assets
$68,137
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,424
18.4%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $69,077
Total Liabilities $940
Net Assets $68,137
Compensation
Key Employees and Officers Compensation Other
Travis Agustin (President) $0 $0
Jennifer Okubo (Vice Preside) $0 $0
Tony Lim (Secretary) $0 $0
Frances Lui Kwan (Treasurer) $0 $0
Matthew Mcconnell (Past Preside) $0 $0
Stephanie Asato (Director) $0 $0
Ed Kemp (Director) $0 $0
Lisa Tellio (Director) $0 $0
Roger Lerud (Director) $0 $0
Dick Oshima (Director) $0 $0
Derek Wickes (Director) $0 $0
David Nakamura (Director) $0 $0
Daniel Vermillion (Director) $0 $0
Nick Chu (Director) $0 $0
Reid Matsushima (Director) $0 $0
Justine Herrera (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 24, 2021

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

View Filing
XML

Fiscal Year Ending Jan.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$56,893
Expenses
$52,817
Net Income
$4,076
Net Assets
$39,200
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,319
23.4%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $41,100
Total Liabilities $1,900
Net Assets $39,200
Compensation
Key Employees and Officers Compensation Other
Matthew Mcconnell (President) $0 $0
Travis Agustin (Vice Preside) $0 $0
Erica Chee Osterkamp (Secretary) $0 $0
Frances Lui Kwan (Treaurer) $0 $0
Dave Bello (Director) $0 $0
Stephanie Asato (Director) $0 $0
Cynthia Schnack Lee (Director) $0 $0
Ed Kemp (Director) $0 $0
Lisa Tellio (Director) $0 $0
Roger Lerud (Director) $0 $0
Jennifer Okubo (Director) $0 $0
Tony Lim (Director) $0 $0
Dick Oshima (Director) $0 $0
Derek Wickes (Director) $0 $0
David Nakamura (Director) $0 $0
Daniel Vermillion (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 6, 2020

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

View Filing
PDF XML

Fiscal Year Ending Jan.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$60,412
Expenses
$52,999
Net Income
$7,413
Net Assets
$35,126
Notable Sources of Revenue Percent of Total Revenue
Contributions $60,412
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $35,376
Total Liabilities $250
Net Assets $35,126
Compensation
Key Employees and Officers Compensation Other
Dave Bello (President) $0 $0
Matthew Mcconnell (Vice Preside) $0 $0
Travis Agustin (Secretary) $0 $0
Frances Lui Kwan (Treaurer) $0 $0
Stephanie Asato (Director) $0 $0
Cynthia Schnack Lee (Director) $0 $0
Ed Kemp (Director) $0 $0
Jean Creadick (Director) $0 $0
Roger Lerud (Director) $0 $0
Jennifer Okubo (Director) $0 $0
Erica Chee Osterkamp (Director) $0 $0
Bonnie Fong (Director) $0 $0
Tony Lim (Director) $0 $0
Dick Oshima (Director) $0 $0
Richard Sakoda (Director) $0 $0
Derek Wickes (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on July 30, 2019

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

View Filing
PDF XML

Fiscal Year Ending Jan.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$55,191
Expenses
$55,070
Net Income
$121
Net Assets
$27,713
Notable Sources of Revenue Percent of Total Revenue
Contributions $55,191
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $27,713
Total Liabilities $0
Net Assets $27,713
Compensation
Key Employees and Officers Compensation Other
Dave Bello (President) $0 $0
Matthew Mcconnell (Vice Preside) $0 $0
Travis Agustin (Secretary) $0 $0
Frances Lui Kwan (Treaurer) $0 $0
Stephanie Asato (Director) $0 $0
Cynthia Schnack Lee (Director) $0 $0
Ed Kemp (Director) $0 $0
Jean Creadick (Director) $0 $0
Roger Lerud (Director) $0 $0
Jennifer Okubo (Director) $0 $0
Erica Chee Osterkamp (Director) $0 $0
Bonnie Fong (Director) $0 $0
Tony Lim (Director) $0 $0
Dick Oshima (Director) $0 $0
Richard Sakoda (Director) $0 $0
Derek Wickes (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Aug. 14, 2018

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

View Filing
PDF XML

Fiscal Year Ending Jan.
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-EZ

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

PDF

Fiscal Year Ending Jan.
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-EZ

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

PDF

Fiscal Year Ending Jan.
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 Jan.
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 Jan.
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 Jan.
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

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