HomeMy WebLinkAboutCOM 0667.022 1998-2000 4/14- 5ca4 fprr ✓ . ,.
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Stephen K. Yamashiro - ' / °:' �Ij; =t Harry A. Takahashi
Mayor ea! , . a ".4: Director
:;"' S. K. Schulte
,4t. N'p.. Deputy
€oi of 3 athaii •
DEPARTMENT OF FINANCE
25 Aupunt Street. Room 118 • Hilo, Hawaii 96720-4
18081961 -8234 • Fax (808) 961.8245
HAWAII COUNTY NONPROFIT GRANTS (FY 2000 -01)
HUMAN SERVICES NONPROFIT GRANTS REVIEW COMMITTEE (HSNPGRC)
FISCAL YEAR ENDING:June 30, 2001 DATE OF APPLICATION: January 31, 2000
GRANT APPLICATION FOR: Center for Independent Living - East & West Hawaii
(Program Titto)
Legal Name of Organization: Hawaii Centers for Independent Living
hlailing Address: 1 100 Hua Tani Street Sui #16 H i 1 r> Hawaii 9672n
Facility /Site Address: East: 400 Hualani St., #16D Hilo West: 81 -6627 Mamalahoa Hwy.
Merle Martin (West) Kea- lakekua
Director /Site Manager: Sark flhatake /t.aitra Tohncia (Fast) Phone: 522- 5400/Q35 -3777
Organization President: E. R. Whitney Phone: 933 - 1198
Contact Person (Grant Writer) Laura Tobosa Phone: 935 - 3777
Amount of request for County funds: S 20 ,000.00
Total annual budget of organization: S 1,620 ,790.00
Has the applicant applied for any other funds from the County of Hawaii this fiscal yc.u?
0 0 Source/Department: Department of' Finance CS No
Agency /Program(s): tO Social Services 0 Youth Programs 0 Elderly Programs
Chcck Category (ics) (5 Culture and Arts 0 Education 0 Other
Briefly, define the program for which funding is being requested: •
Funds are being requested for a multi - faceted program which includes individual
and systems advocacy, information and referral, independent living skills instruction,
and community outreach and education. r�
Gomm. N0, , 1 • Q22
File No. f}DAI
Ref. To:} S ED G
/� Ref. Date FEB 2 3 20
(wren, Al /n/n - 02Z — Nest,
OUALIFYING STANDARDS FOR APPLICANTS
An applicant must meet all of the following standards:
0 Be chartered or otherwise authorized to do business in the State for charitable purposes and
exempted from the Federal income tax by the Internal revenue Service.
0 Have a governing board whose members serve without compensation and have no conflict of
interest between their regular occupations and the services provided.
Have bylaws or policies which describe the manner in which business is conducted, including
management, audit, fiscal policies and procedures, policies on nepotism, and policies on
management of potential conflict of interest.
0 Have at least one year's experience with the service or activity for which the appropriation is
sought or can otherwise demonstrate to the satisfaction of the County sufficient expertise to
successfully carry out the service or activity.
0 Be licensed and accredited in accordance with applicable requirements of Federal, State and.
County laws.
[I. GRANT CONDITIONS
The applicant agrees to comply with the following terms & conditions prior to receiving a grant award.
A. Comply with applicable Federal and State laws prohibiting discrimination against any person on
the basis of race, color, national origin, religion, creed, sex, age, or handicap.
B. Agree not to use any public funds for purposes of entertainment or perquisites.
C. Comply with such other requirements as the Director of Finance may prescribe to ensure adherence
by the nonprofit organization with Federal, State, and County laws, and established standards for
fiscal and program management.
D. Allow the Director of Finance, the committees of the council and their staffs, and the Legislative
Auditor access to records, reports, files, and other related documents in order that the program,
management, and fiscal practices of the nonprofit organization may be monitored and evaluated to
assure the proper and effective expenditure of public funds.
III. RECORDS AND REPORTS
A. The applicant shall follow generally accepted accounting procedures and practices and shall
maintain books, records, documents, and other evidence, which sufficiently and properly account
for the expenditure of County funds. The books, records and documents shall be subject at all
reasonable times to inspection, reviews, or audits by the County expending agency, the Director of
Finance, and the Legislative Auditor, or by their representatives.
B. The County expending agency, Director of Finance, or County Council may request periodic
written reports on the use of County funds.
C. The nonprofit organization shall submit a final written report to the Legislative Auditor within
sixty (60) days after June 30 of the fiscal year. The report shall include an explanation of the
• public benefits derived from the awarding of the grant and a listing of other funding sources and
amounts obtained during the award period.
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IV. QUARTERLY ALLOCATION
Under no circumstances shall grant funds be disbursed in a lump sum payment. Grant funds will be
disbursed to Grantees only through a quarterly allocation process. The disbursement of grant funds can be
formulated on an equal quarterly apportionment basis.
V. GRIEVANCE PROCEDURE
The applicant will adopt and maintain a grievance procedure to assure proper accounting for any concerns
and complaints about its programs or services that may arise from its members, employees, clients or from
other members of the public.
VI. DISCLOSURE OF INFORMATION
All information, data, or any other material provided to the County by virtue of this application shall be
subject to the Uniform Information Practices Act (UIPA), ch. 92F, Hawaii Revised Statutes, All such
material is deemed government record and shall be open to the public and may be provided to other public
and/or private funding sources.
VII. CONTINUED ELIGIBILITY
Any applicant or recipient who withholds or omits any material facts or deliberately misrepresents
such facts to the County of Hawaii shall: I) Immediately be disqualified from consideration for Nonprofit
Grant funding; OR 2) be in violation of the terms of the Grant Agreement of County funds in which case a
grant agreement can be terminated by the County and the recipient or provider may be liable to reimburse all
or a portion of any funds received therein.
VIII. ACKNOWLEDGMENT
Hawaii Centers for Independent Living (CORPORATION NAME)
(Legal Name of Organization)
hereby agrees to administer the independent ri ving Program which inr1odes advorary,
I & 11, IL Skills and outreach /public edu. (Program Title)
in accordance with the regulations, policies and procedures prescribed by the Hawaii County Finance
Department. Distribution of grant funds is limited to grantees, which are in compliance with County
regulations, policies and procedures. The County reserves the right to withhold grant distributions at any
time the grantee is not in compliance. It is the policy of the County of Hawaii and for those who do business
with the County to provide equal employment opportunities to all persons regardless of race. physical
disabilities, color, religion, sex, age, or national origin as mandated by the Federal Civil Rights Acts, as
amended, and any other federal or state laws relating to equal employment opportunities.
IX. AMENDMENTS TO THE APPLICATION/EVALUATION
The applicant assures that it will submit to the HSNPGRC for prior review and approval, a written request
and justification for any changes, additions, or deletions to any portion(s) of the grant application or a duly
executed Grant Agreement of County Funds. The applicant will cooperate and assist in any effort
undertaken by the HSNPGRC to evaluate, inspect or otherwise monitor the effectiveness, feasibility, and/or
cost efficiency of any and all practices, policies and procedures or activities pursuant to this application or
any grant designation or allocation received as a result of this application.
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X. AUTHORITY AND CAPACITY OF APPLICANT
The applicant ceni lies that it has the authority and capacity to develop and submit this application, and to
fully administer the program(s) pursuant to this application.
UNSIGNED PROPOSALS WILL NOT BE ACCEPTED!
at at`4te ide airperson Date
/ 5 y2 /7-os
nature of Executive Director/Manager Date
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COUNTY OF HAWAII
HUMAN SERVICES NONPROFIT GRANT APPLICATION
FISCAL YEAR 2000 - 2001
PROGRAM SERVICE DESCRIPTION
A. Overview:
1. Describe the program for which funding is being requested.
CIL -EH and CIL -WH independent living program consists of multiple services for the consumer.
The services provided are as follows:
Peer Counsleing — CIL -EH and CIL -WH staff is intimately acquainted with the needs of people
with disabilities because they, too, share many of those needs. Staff assists consumers as well as
their families and spouses in coping with the motional aspects of disability.
Housing - Staff works with individuals on providing housing referrals, assistance with lease
negotiations, landlord /tenant rights and housing subsidy applications.
Personal Assistance Services — Staff interviews, screen and refer prospective attendants to persons
with disabilities who need help with personal assistance and housekeeping. Staff also instructs in the
hiring, training and management of attendants.
Entitlements— Staff assists consumers in obtaining benefits to which they are entitled at the federal,
state and local level.
Individual and Systems Advocacy — Staff actively supports the rights of people with disabilities by
providing technical assistance and support to local advocacy organizations. We also work towards
the elimination of physical, economic, and social barriers by educating the community about the
independent living concept.
Independent Living Skills — Staff provides instruction in basic daily living skills for people who
have severe disabilities. Skills include money, time and household management, shopping,
transportation, and interpersonal relationships.
Outreach and Public Education — Staff strives to reach out to people with disabilities who are
unserved and underserved. Efforts to speak to various community groups are ongoing.
The other two (2) program that are part of our organization are as follows:
Elderly Blind Services (EBS) Program — This program is for individuals who are 55 years or older
and certified as legally blind or progressing towards blindness. This program provides orientation
and mobility skills, tow vision clinics, daily living activities, assistive devices, and social /recreation
activities.
Independent Living Program (ILP) — This program is for individuals with a significant impairment
in at least 3 of the 12 identified activities of daily living. This program will assist a consumer in
providing necessary services and /or training to improve their independence in the home and/or
community.
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2. What unique or significaU 'ice will be provided?
There are several things that are unique about the CIL -EH and CIL -WH program.
- Services are "consumer driven" which means it is the participant, not the staff person, who
ultimately decides on the extent and kind of services received. The model is to teach the
consumer problem- solving and goal setting skills.
- Services are provided to cross - disability groups. All disability groups are offered services
including, but not limited to blind, deaf, mobility impaired, brain injured and those whose
disability is a result of illness or injury.
- The majority of staff and persons serving on the Board of Directors have disabilities, thus those serving
and those being served share a common bond and frame of reference.
- CIL -EI-I and CIL -Wi1 focuses on multiple services that encompass all facets of independent living and
not just one aspect such as housing or benefits.
3. What specific outcomes are to be achieved?
Consumer /Legal Rights: Twenty -five consumers from East and West Hawaii will learn how to
locate legal information and assistance, how to acquire legal services and learn how to self - advocate
for their individual rights.
Communication: Forty consumers will increase their ability to communicate effectively %with family,
friends and the general community. Consumers will be able to negotiate confidently with agencies
and individuals.
Dailv Living/Self -Care: Twenty consumers are able to carry out basic household and shopping
chores and how to acquire local community services and resources.
Equipment /Assistive Devices: Fifty consumers will acquire adaptive equipment to assist them in
their self -care or to manage their home.
Finances /Benefits: Twenty consumers will increase their advocacy ability to acquire benefits and
financial assistance. Along with increased knowledge of their entitlements, the consumers will learn
the responsibilities that are connected Nvith receiving benefits.
Housing: Fifty consumers will learn the rights and responsibilities of a tenant and landlord. This
knowledge will provide them with independence in their living situation.
i■tobility: Ten consumers will learn how to move independently in their home and will be able to
travel safely in familiar places.
Personal Assistance Services: Thirty -five consumers will acquire and learn how to maintain their
personal care attendant.
Self -Help /personal Growth: Thirty consumers will develop and apply their problem - solving and
decision- making skills in their daily living. •
Social /Recreation: Fifty consumers will increase their participation in social events within the
community.
Transportation: Fifty consumers will learn where to obtain transportation services for their personal
needs.
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3. How will the proposed program empowet7 participants /clients to become self - sufficient and
facilitate positive social change?'
The CIL -EH and CIL -\VH program empowers persons with disabilities to become self - sufficient through:
- Learning how to be advocates for themselves.
- Pull integration into the community.
- Utilizing assistive devices for daily living activities.
- Learning independent living skills.
- Providing referrals for housing needs.
-Peer counseling to cope with their disability.
- Providing assistance to consumers in acquiring benefits.
- Learning ways to access transportation.
- Teaching consumers to become an active participant in community activities.
Positive social change will occur through attitudinal changes, education and acquisition of skills addressed in
the CIL -EH and CIL -WII program.
As people with disabilities learn to accomplish personal goals. self- esteem and productivity to the
community positively changes.
13. Problem /Need:
1. \Vhat is the problem /need the proposed program is designed tb meet?
According to the 1990 Census, there are 12,191 people with disabilities on the Big Island. This
figure is increasing due to a number of factors including age, disease. injury. etc. We cannot change
the fact that functional loss will always occur and the aging process is a common experience for all of
us. Thus. disability (or functional loss) is a natural part of the human experience. Disability itself is
not the social problem. The problem arises out of how the rest of society• perceives. interacts, and
supports the person with the disability. Three distinct areas of need are identified: (a) provision of
support directly related to the individual's functional limitations. (b) changing the behavior of
dependency habits in some people with disabilities, and (c) establishing the norm of universal design
and inclusive participation from the point of the larger community. Every person requires skills to
function in daily living situations. People with disabilities need to learn skills in different w ays in
order to accomplish the same goals as people without disabilities. Additionally, the rest of society
needs to move away from inaccessibility, but move towards a more universal design and equal
opportunities.
2. Who is the target population and what are the specific needs? •
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All persons with a permanent disability are eligible for our program. Most participants are referred
by other service providers, friends, relatives or self - referred.
3. What is the geographical area(s) to be served, and hours of operation?
CIL -Eli serves the districts of North and South Hilo, Hamakua, Puna and Kau and the office is located at
Waiakea Villas complex at 400 1- lualani Street. Suite 16D in Hilo. The CIL -W11 office serves the districts
of North and South Kona. North and South Kohala and the office is located in Selwyn Plaza in Kealekekua,
Kona. Both offices open at 8:00 a.m. and close at 4:30 p.m., Monday through Friday.
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C. Collaboration /Coordination
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1. What specific measures will be taken to collaborate /coordinate with other community resources
to achieve maximum program efficiency and cost effectiveness?
CIL -EH and CIL -WH will continue to maintain a working relationship with other community agencies for
the benefit of its program participants. Examples of collaboration are:
- Coordinating transportation services with Hawaii County Economic Opportunity
Council (HCEOC) and Coordinated Services for the Elderly (CSE).
- Collaborating with Case Management, Nursing Home Without Walls, Kokua Nurses,
Interim Healthcare, and Services for Seniors to provide personal care attendant referral to mutual
consumers.
- Provide annual low- vision clinic in conjunction with Ho'opono which allows
participants to have a free vision check -up here on the Big Island.
- Provide mobility training in conjunction with Ho'opono which allows participants to
learn how to use a white cane in their homes and neighborhood.
- Providing consumers with training in conjunction with Winners At Work (KeAla
Holomua Project) on various topics such as "Making Choices, "How to be your best
Advocate," and "How to handle criticism."
All of the above examples are cost saving and maximize program efficiency. By having a low- vision clinic
and mobility training on the Big Island saves over $6,000 alone in airfare, hotel, and transportation costs. By
educating employers and encouraging them to hire people with disabilities will have more consumers
working and contributing to the County as taxpayers.
CIL -EH and CIL -WH send representatives to various monthly meetings for the express purpose of
coordinating services and to avoid duplication. CIL -EH and CIL -WH no only refers people to other
agencies, but also accepts referrals as well. Examples of our monthly participation include:
- Mayor's Committee on People with Disabilities
- Public Health Nurses Case Management
- Disability Rights Hawaii (a East Hawaii grassroots disability group)
-Big Island Supported Employment Alliance
- Developmental Disabilities Committee
- Orchid Isle Chapter of the Aloha State Association for the Deaf
-ABLED (a West Hawaii grassroots disability group)
- Developmental Disabilities Council
2. How will these measures reduce or eliminate any existing duplication of services to your
designate target group?
By collaborating and coordinating with other agencies, everyone will know what the other is providing for
the mutual consumer. Each agency will provide specific service(s) so there will be no duplication. For
example, if a consumer is receiving services from Services for Seniors but Services for Seniors may refer
their patient to CIL -EH or CIL -WH because the patient no longer will have access to their services and the
patient may require a live -in attendant that we have screened.
1). Coals and Objectives:
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1. What are the ma als/benchmarks of the proposed $am?
Goal #1: Consumers will acquire a place to live and maintain their housing situation for 6 months.
This outcome will reduce consumers from being homeless and increase independence.
Goal #2: Consumers will acquire a personal care attendant to provide personal assistance services.
This outcome will prevent institutionalization and is cost - effective for the consumer as well as
for the community.
Goal #3: Consumers will acquire the skills to carry out basic household and shopping chores
effectively. This outcome will reduce dependence on relatives, friends and neighbors.
Goal #4: Consumers will acquire training to travel safely and independently in new locations and
familiar places in the community. This will reduce injury and dependence on others.
Goal #5: Consumers will acquire the skills to self - advocate for their rights. This will provide the
consumer with knowledge in knowing their rights that can be conveyed to other consumers.
Goal #6: Consumers will acquire skills to problem -solve and make the right choices. This will reduce
dependence on others when faced with daily living challenges.
Goal #7: Consumers will acquire assistive devices to assist them in their daily living activities. This
will reduce dependence on relatives, friends and neighbors.
2. What are the specific objectives /action steps are planned for each goal?
Goal #1 Objectives:
The consumer will be provided training in landlord /tenant rights, how to complete a housing application,
how to locate housing and how to maintain their housing situation. This will reduce risks of being homeless
and dependent on others.
Goal #2 Objectives:
The consumer will be provided attendant referrals we have screened and interviewed to assist them with their
personal care, chores, etc. The consumer then interviews the attendant referrals and makes the choice on the
attendant they wish to hire to assist them. This prevents institutionalization and dependence on family,
friends and neighbors.
Goal #3 Objectives:
The consumers will be provided with one -on -one independent living skills to carry out their every day living
activities. This will reduce the dependence on others.
Goal #4 Objectives:
The consumers will be provided mobility training in conjunction with Ho'opono in their own environment.
This will reduce injury to self and others and increase their independence.
Goal #5 Objectives:
The consumers will be provided with information on their legal rights, how to access information, who to
contact, etc. in order for them to share their knowledge with other consumers. This will reduce dependence
on others.
Goal #6 Objectives:
The consumers will be provided with role playing situations and one -on -one training to learn different
options available. This will reduce dependence on others in their daily living activities. .
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Goal #7 Objectives:
The consumers will be provided assistive devices and training on the use of the devices to assist them with
their daily living. This will reduce dependence on others.
3. What is the timeline (start and end dates) for each action step?
Goal #1 Goal #2 Goal #3
Timeline: Ongoing Timeline: Ongoing Timeline: Ongoing
Start Date: 7/1/2000 Start Date: 7/1/2000 Start Date: 7/1/2000
End Date: 6/30/2001 End Date: 6/30/2001 End Date: 6/30/2001
Goal #4 Goal #5 Goal #6
Timeline: Ongoing Timeline: Ongoing Timeline: Ongoing
Start Date: 7/1/2000 Start Date: 7/1/2000 Start Date: 7/1/2000
End Date: 6/30/2001 End Date: 6 /30/2001 End Date: 6/30/2001
Goal #7
Timeline: Ongoing
Start Date: 7/1/2000
End Date: 6/30/2001
4. What significant client - centered outcome (s) will the program achieve? Include in your answer
how many participants /clients will: a) attain at least one personal program outcome; or b) show
measurable progress towards your program goals.
a) The ultimate outcome is people with disabilities will be able to live independently in the community
with little or no assistance.
b) The plan for measuring outcomes will be implemented in three phases as follows: 1) When the
consumer first requests for services, 2) during the course of when services are provided, and 3) when
the consumer exits the use of services. The only foreseen obstacle would be if the consumer refuses
to cooperate and complete the Satisfaction Survey after they exit the use of services.
E. Service Delivery:
1. What methodology will be used in the proposed program's delivery of service(s)?
The program will begin with a complete assessment of the consumer and their needs. The next step
is developing an independent living plan of the consumer's choice. Depending on the services
requested, the consumer will be able to participate comfortable and actively in the community and in
the consumer's own environment. Monthly contact with the consumer will provide staff with
information whether the consumer's goals were achieved, currently being worked on or dropped for
different reasons. The periodic contact with the consumer enables staff to empower consumers in
achieving their goals. Consumer's outcomes are recorded in each individual's file and progress
towards each outcome is also listed. When all goals have been achieved, a satisfaction survey is done
before consumer exits the program.
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F. Evaluation:
1. What process will be used to evaluate the program and service(s)?
When a consumer requests services, he or she sits down with the appropriate staff person to assess needs and
address areas of living that THEY want to improve. These areas along with objectives and achievement
steps are put in writing, signed by the client and become the Individualized Independent Living Plan. Each
time staff and consumer meet, steps in the plan are addressed. Finally, when a client is ready to exit from
use of services, they complete an outgoing form addressing the requested services and the level of their
satisfaction with the service received.
Consumers' outcomes are recorded in each individual's file and progress towards each outcome is also
documented. Achievements are checked off when they are completed, dropped, signed and dated. This
method provides awareness to both participant and staff about the level of progress at any given time.
Information gathered on a continual basis and entered in a computerized database system called CMIS
(Central Management Information System). CMIS tracks program activities and outcomes for management
and program development purposes.
2. Iiow will this process measure the outcomes specified in Item D, (1 - 4)?
Outcomes of the individual's goals and objectives are listed in each individual's file. Progress toward each
goal is also listed. Achievements are checked off, signed and dated as they are met. This method lets both
participant and staff aware of the level of progress at any given time.
G. Program Fees:
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1. Does your organization charge a membership fee for service participants?
No. There is no membership fee for service participants, however, during our annual mail campaign,
participants are asked to donate to our organization.
2. Does the proposed program charge participants a fee for service(s) provided by your
organization? (If yes): a) describe or attach fee for service information; and b) describe how
you will ensure that all interested participants will be included despite an inability to pay the
entire fee.
Yes. A fee for service is attached (Attachment #1). On the last page of the fee for service document, there is
a sliding scale that ensures that interested participants will have access to services regardless of income.
Most of the fee service is collected from the agencies (e.g. Vocational Rehabilitation, etc.).
11. Viability:
1. What is your justification or rationale for the expenditure of public funds for the proposed
program?
The majority of our program participants are low income. Our program services create avenues for inclusion
for persons with disability into the mainstream of society. Issues include equitability for all persons thereby
becoming an extension of government responsibility. There is a saying "pay now or pay later." In essence,
by shielding and isolating people with disabilities, we have already seen taxpayer dollars being absorbed by
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huge institutional costs. We propieevise this trend by empowering inflals with disabilities to make
choices for self - sufficiency.
2. What are your financial and programmatic plans to sustain the proposed program beyond the
upcoming fiscal year?
*Program Fees as per attached fee for service document in section G -2.
*Local fundraising activities.
*Community resource development.
*Grant writing to local as well as State, Federal and private sources.
The majority of the funds for the program is received from other services, exhibiting some success in raising
non- county funds. The agency will continue in this endeavor to leverage the smaller (but highly essential)
County dollars with potential funding sources.
I. I3udt et:
1. Complete the attached Budget tables; and
2. Provide appropriate attachments, as indicated.
See Budget forms and attachments as requested.
ORGANIZATION /AGENCY INFORMATION
A . Board of Directors:
1. Has the organization's Board of Directors received formal training within the past two (2) fiscal
years?
In 1998 Board training and strategic planning session was implemented. These activities are scheduled
every 2 years.
a) What plans do you have to provide formal training to your Current Board of Directors?
Every 2 years, formal training provided in conjunction with strategic planning. Board members and staff
attend this event to identify roles and responsibilities, as well as develop blueprints for future activities.
b) When will the next board training be completed?
September 2000.
c) Ilow will you proved formal training to newly arriving board members or board members who
miss a scheduled training?
Ncw members will be assigned a mentor from the Board to review the Board Manual, or in the case of a
number missing a meeting, he or she will review training with a member of the Policies Committee.
2. What are the primary roles and responsibilities of your organization's Executive Director?
*Oversee routine employee relations; approve appointment and termination of all •
program staff.
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*Execute daily operaticlillethe Corporation.,
*Negotiate and enter into contracts with funding sources and oversee purchases of
budgeted goods and services necessary to carry out authorized programs.
*Implement program planning activities and make reports regarding such to the Board.
*Propose budgets responsive to planning objectives and develop organizational structures
and staffing plans appropriate thereto.
*Continually review revenues and expenditures, establish means to evaluate program
effectiveness and report findings to Board President.
*Perform other duties as assigned by the Board of Directors.
3. What are the primary roles and responsibilities of your organization's Board of Directors?
(Clarify role of executive officers vs. general membership).
*The corporate powers of our Corporation are vested in the Board of Directors. They
have general charge for overseeing and monitoring the affairs, funds and property of the
Corporation and full power to enforce by -laws.
The Board of Directors duty is to conduct, manage and control affairs and business of
the Corporation, to promulgate and enforce the Articles of Incorporation and the
by -laws of the Corporation. Members serve without compensation except for expense
reimbursement for neighbor island members to attend meetings on Oahu. Each Board
member is required, by Board resolution, to serve on at least one Board committee.
*The Executive Committee is composed of officers of the Corporation and it's chair is
is the President of the Corporation. This committee may act in place and stead of the
Board of Directors on all matters between Board meetings except as stated in the
by -laws, Board resolution or state law. The Executive Committee sets policies within
board boundaries, coordinates Board committees and:task forces, develops and
evaluates the chief Executive Director.
B. Past Performance:
1. How effective has your organization /agency been in achieving program goals in the past two (2)
years? Include the following information:
a) Quantitative data on numbers scn'cd; and
b) Qualitative data showing number and % of participants achieving measurable
outcomes.
a) The total number of consumers served last fiscal year (July 1, 1998 — June 30, 1999) is 150 for East
Hawaii and 125 for West Hawaii for a total of 375 island -wide.
b) Goals & Outcomes % of Outcomes Achieved
Consumer /Legal Rights 80%
Communication 75%
Daily Living -Self -Care 50%
Employment 30%
Equipment/Assistive Devices 50%
Education/Training 60%
Finances /Benefits 65%
Health Care/Nutrition 78%
Housing 46%
Mobility 55%
Personal Assistance Services 46%
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Self- Help/Pefsonal Growtle . 67%
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Social/Recreation - 67%
Transportation • 74%
C. Financial:
1. Have your organization's current program operations remained the same as last year? What
major program or financial changes will be incurred next year?
CIL -EH and CIL -WH current program operation is the same as it was last year. CIL -EH and CIL -WH
has no anticipated major program or financial changes for the coming year.
2. What is the status of all of your organization's major contracts or agreements for the coming
year (employment agreements, office leases, primary grant revenue /supplier, etc.)?
All of the above is current.
3. How does the proposed program fit into your organization's long range financial plan?
CIL -Ell and CIL -WH has been a part of Hawaii Centers for Independent Living since 1981 and
1988, respectively. CIL -EH and CIL -WH programs is a viable part of the organization and
will continue to provide services on the Big Island.
1). Monitoring:
1. During the past two (2) fiscal years, what financial and /or administrative.
monitoring has your organization received from any and all funding sources? Please list all
monitoring sources, contact names, and phone numbers.
Locally, the Hawaii County Council members and/or their aides did an on -site visit at the Hilo office on
March 15, 1999.
Other than the above mentioned, there has been no on -site monitoring except if our office is selected (at
random) by the United States Department of Education, Office of Special Education and Rehabilitation
Services Administration.
F. Alcohol, Tobacco and Drug -Free Workplace Policies and Information:
1. How does your organization address alcohol, tobacco, and other drug prevention information
dissemination as part of your workplace and /or program environment?
Our Personnel Manual addresses Substance Abuse Policy and Smoking Policy. New employees must sign a
form that is placed in the individual's personnel file that they have read and understands the Substance
Abuse and Smoking Policy. No alcohol, tobacco, and/or illegal drugs are allowed on the premises or in
IICIL vehicles.
10
Hawaii Centers
for Independent Living
FEE FOR SERVICE
PROGRAM
August 1, 1996
FEE FOR SERVICE PROGRAM 4
AGENCY BACKGROUND 5
SERVICES DESCRIPTION
Consumer Oriented Services 7
Independent Living Skills Assessment 7
Goal Planning 8
Housekeeping and Laundering 8
Interpersonal Relationship 9
Living Arrangement 9
Meal Planning and Shopping 10
Money Management 10
Recreation 11
Self -Care 11
Support Systems 12
Time Management 12
Transportation 13
Assistive Technology Assessment 14
Personal Care and Chore Service Assessment 15
Home Accessibility Assessment 16
Service Level One 16
Service Level Two 16
Transportation 17
Service to Consumers 17
Service to Tourists 17
Service to Other Agencies 18
Benefits Assessment 18
AT Loan Application Processing 19
Disabled Parking Application Processing 19
Emergency Fund Application Processing 20
Food Stamps Application Processing 20
Handi -Van Application Processing 21
Medicaid Application Processing 21
Section 8 Application Processing 22
SSA PASS Application Processing 22
SSI / SSDI Application Processing 23
Appeals Support 23
Housing Assessment 24
Peer Networking Through Telecommunications 24
Basic Internet and E -mail 24
Advanced Web Browsing 25
Building Your Own Web Page 25
Community Support Training Services 26
Americans With Disabilities Act -- Employment 26
Americans With Disabilities Act -- Public Accommodations 27
Customer Service and People With Disabilities 28
Disability Awareness 29
Telecommunications 30
Basic Internet and E -mail 30
Advanced Web Browsing 30
Building Your Own Web Page 31
APPENDIX A 32
Sliding Fee Table 32
t
FEE FOR SERVICES PROGR --- SSS - - -r„ Hawaii Centers fo n ependent Living (HCILI 4
Hawaii Centers for Independent Living (HCIL)
FEE FOR SERVICE PROGRAM
In accordance with the mission of the agency, HCIL provides various services for people
with disabilities to assist them in accomplishing goals that lead to independent living.
Due to the nature of financial need to sustain HCIL, some of these services have been
modified into a Fee for Service program. Customers are considered to be people with
disabilities and other agencies and businesses, depending on the particular service
desired.
This document describes the different services provided and indicates the appropriate
users of the service, the time elements involved, the fees or costs, and the anticipated
outcomes from the service. Also, contained herein (Appendix A) is the sliding fee table
for consumers with disabilities. This table does not apply to agencies or businesses, who
are expected to pay the full fee.
HCIL resents the right to make changes to the services, target population, procedures,
Fees, and outcomes described in this document without written notification. To prevent
misunderstanding, all customers should inquire about the service that they wish to
engage prior to the commencement of the service.
•
FEE FOR SERVICES PROGRA SSS - -- Hawaii Centers for Independent Living (HCIL) 5
AGENCY BACKGROUND
For centuries, people with disabilities have been ostracized from the rest of society due
to scientific and religious rationale, ignorance, fear, and prejudice. There was no
recourse for being shunned, and the imposed isolation created additional barriers for
resolution. Disability was synonymous with health care needs, and provisions for meeting
daily living needs often meant institutionalizing the person in a medical care setting.
In the late sixties, several persons with disabilities began to hear about common
problems across the country and made a connection with each other through their shared
experiences. From California to Massachusetts, the independent living movement
emerged as a reaction to a service system that was dominated by professionals who were
not disabled. The disability community began to advocate for more active roles in the
planning and delivery of services that were intended to address their needs. The central
theme became "consumer control ", which fostered the practice of self - empowerment.
With the establishment of centers for independent living, services were obtained whereby
people with disabilities started to make their own determination for goals, types of
services, and quality of life.
The Hawaii Centers for Independent Living (HCIL) has operated since June of 1981 as a
non - profit, statewide organization run by and for people with disabilities. Our mission is
to ensure the rights of people with disabilities to live independently and fully integrated in the
community. We are committed to the empowerment of individuals to make choices in
their lives that will enhance their self - respect and role as an equal citizens with all the
rights, privileges, and responsibilities available to others. We believe that those who
know best the needs of people with disabilities are the disabled themselves, establishing a
practice of consumer control. This means that clients with disabilities actively participate
in setting and achieving their own goals. By soliciting individual consumer needs and
establishing personal objectives to accomplish goals, HCIL is able to support people with
disabilities toward self- direction and self - sufficiency. We also educate our communities
concerning the needs and problems of the disabled, and advocate for community options
development. Implementing the delivery of direct and indirect services increases the
probability of change for independent living opportunities for people with disabilities,
and addresses the cost effectiveness of non - institutional services.
HCIL consists of five offices statewide. The main office, located on the island of Oahu,
is responsible for all administration, fund - raising, grant writing, program development
and evaluation, and systems advocacy at the State and Federal levels. It also serves the
largest population of consumers in the State. The four branch offices on the islands of
Kauai, Maui, and Hawaii are primarily direct service providers and local systems
advocates.
It is estimated that 100,000 people in the State of Hawaii have some form of disability,
and 30,000 of them have substantial limitations with one or more major life activities.
These individuals experience greater risk for homelessness or institutional care. From
children with disabilities and their families to the frail elderly, HCIL has served people
with all types of disabilities. The target population served are those persons with a
primary sensory, physical, mental, or developmental disability. Eligibility is determined
•
FEE FOR SERVICES PROGRA Hawaii Centers for�endent Living (HCIL) 6
by the consumer's readiness for independent living, and the availability of needed
services. Priority for services is based upon need and severity of disability.
HCIL is the only center for independent living in the State of Hawaii, and continues to
be unique amongst service providers for several reasons:
1) Consumer Control is the driving factor for service delivery. A consumer is
defined as a person with a disability, who has engaged various services and
identifies with the experiences of disability. Consumers determine what goals
they intend to achieve and how they will obtain them. Staff (the majority of
whom are also disabled) provide guidance and the resources required by
consumers to attain their goals.
2) An inclusive cross - disability eligibility for rendered services is prominently in
practice. While other agencies serve single types of disability, such as cerebral
palsy, mental retardation, epilepsy, etc., HCIL targets a wide range of people
with disabilities.
3) Similarly, other agencies may focus on single services (i.e., benefits, housing,
etc.), but they do not possess multiple services for independent living. The full
spectrum of services obtained at HCIL remains unduplicated by any other
agency in the community.
4) HCIL has a statewide basis of operations: With four branch offices, the agency
is able to reach sectors of the population which are typically under served.
There are very few community agencies who have been able to provide support
services across the State for people with disabilities.
In the history of the United States, rights have rarely been granted freely without people
standing up for themselves. We are witnesses and participants in history. People with
disabilities wish to be recognized as people first, to be seen for their capabilities instead
of only their limitations. They want to be treated as peers, equally afforded the
opportunities and privileges experienced by other members of society. Equal opportunity
is the backbone of the American Dream. Today, the emphasis is not solely on taking
care of people with disabilities, but to provide them with the same prospects available to
other people. Getting a job, finding a place to live, obtaining accessible transportation,
engaging in different recreational activities, and developing meaningful relationships are
all aspects of equal opportunity. The chance to succeed also brings the chance to fail,
and people with disabilities should have the means to influence their own future.
•
O
FEE FOR SERVICES PROGRAM — SSS - -- Hawaii Centers for In a dent Living IHCIL) 7
SERVICES DESCRIPTION
Consumer Oriented Services
Independent Living Skills Assessment
Independent Living Skills are the abilities that enable people to live in the community as
they choose. There are ten basic skill areas identified: goal planning, time management,
recreation and transportation, money management, living arrangements, housekeeping
and laundering, meal planning and shopping, self -care, interpersonal relationships, and
support systems. The Independent Living Skills Assessment has two major components
of (a) a cognitive operations test, and (b) a comprehensive skills survey. By
administering the assessment, indications are clarified for areas of needed skills
development.
Target population: Individuals with disabilities who need to improve their abilities to
meet daily activity living requirements. Particular focus on persons
with cognitive difficulties.
Time elements: Staff transportation variable mileage expense
Full assessment 3 hours
Single area assessment 20 minutes /area
Report generation 2 hours
Goal plan development 2 hours
Fees: $40 per hour
$0.40 per mile
Outcomes: • Report on consumer's capacities
• Report on consumer's current deficiencies
• Assist consumer to focus on specific and measurable goals
• Recommendations for action steps to accomplish goals
•
o
FEE FOR SERVICES PROGR. --- $SS - -- „ Hawaii Centers to Tependent Living (HCIL) 8
Independent Living Skills Assessment (Continued)
Goal Planning
HCIL staff will teach the consumer how to develop, review, evaluate, and maintain
individualized independent living plans.
Target population: Individuals with disabilities who need to improve their goal setting
and evaluation skills.
Time elements: Staff transportation variable mileage expense
Goal setting session 2 hours
Goal evaluation session 1 hour
Follow -up variable
Fees: $30 per hour
$0.40 per mile
Outcomes: ■ Report on consumer's initial capabilities
• Consumer will demonstrate increased ability to set goals,
evaluate personal progress, and maintain goals in life
Housekeeping and. Laundering
HCIL staff will teach the consumer how to keep their household clean, understand the
use and maintenance of household appliances, care for their clothing, and develop
knowledge of various household products.
Target population: Individuals with disabilities who need to improve their skills in
household management.
Time elements: Staff transportation variable mileage expense
Planning session 1 hour
Area instruction session variable
Follow -up variable
Fees: $30 per hour
$0.40 per mile
Outcomes: • Report on consumer's initial capabilities
■ Consumer will demonstrate increased ability in the specific
service request area (i.e., household cleaning, use and
maintenance of household appliances, care for clothing, and
knowledge of household products).
0
FEE FOR SERVICES PROGRAM -- SSS - -- Hawaii Centers for In ent Living (HCIL) 9
Independent Living Skills Assessment (Continued)
Interpersonal Relationship
HCIL staff will teach the consumer how to build successful relationships through
effective communication, positive self - image, and use of appropriate social skills.
Target population: Individuals with disabilities who need to improve their skills in
socialization and relationship maintenance.
Time elements: Staff transportation variable mileage expense
Planning session 2 hours
Area instruction session variable
Follow -up variable
Fees: $30 per hour
$0.40 per mile
Outcomes: • Report on consumer's initial capabilities
• Consumer will demonstrate increased ability in situations of
public interaction and personal relationship maintenance.
Living Arrangement
HCIL staff will teach the consumer how to assess residential options and accessibility,
complete rental applications, identify housing resources, and understand the landlord and
tenant responsibilities.
Target population: Individuals with disabilities who need to improve their skills in
finding and maintaining a place to live.
Time elements: Staff transportation variable mileage expense
Planning session 2 hours
Area instruction session variable
Follow -up variable
Fees: $30 per hour
$0.40 per mile
Outcomes: • Report on consumer's initial capabilities
• Consumer will demonstrate increased ability in locating and
maintaining a place to live.
FEE FOR SERVICES PROGRr -- -$$$ -- Hawaii Centers (pendent Living (HCIL) 10
Independent Living Skills Assessment (Continued)
Meal Planning and Shopping
HCIL staff will teach the consumer how to incorporate the four basic food groups to
plan well- balanced meals, find and use recipes, and maximize their dollar value by using
consumer tips for shopping.
Target population: Individuals with disabilities who need to improve their skills in meal
planning, preparation, and shopping.
Time elements: Staff transportation variable mileage expense
Planning session 2 hours
Area instruction session variable
Follow -up variable
Fees: $30 per hour
$0.40 per mile
Outcomes: ► Report on consumer's initial capabilities
• Consumer will demonstrate increased ability in the specific
:service request area (i.e., planning well- balanced meals, finding
and using recipes, and value shopping).
Alone) Management
HCIL staff will teach the consumer how to manage personal finances through the use
and recognition of currency, budgeting practices, banking transactions, and savings
strategies.
Target population: Individuals with disabilities who need to improve their skills in
managing their personal finances.
Time elements: Staff transportation variable mileage expense
Planning session 2 hours
Area instruction session variable
Follow -up variable
Fees: $30 per hour
$0.40 per mile
Outcomes: • , Report on consumer's initial capabilities
• Consumer will demonstrate increased ability in the specific
service request area (i.e., use and recognition of currency,
budgeting practices, banking transactions, and savings
strategies).
0
FEE FOR SERVICES PROGRAM --- $$$ - -- Hawaii Centers for In a ndent Living (HCILI 11
Independent Living Skills Assessment (Continued)
Recreation
HCIL staff will teach the consumer how to recognize interests for hobbies and other
recreational activities, determine the level of participation in an identified activity, locate
community resources, and get involved in recreation.
Target population: Individuals with disabilities who need to improve their skills in
recreation.
Time elements: Staff transportation variable mileage expense
Planning session 1 hour
Area instruction session variable
Follow -up variable
Fees: $30 per hour
$0.40 per mile
Outcomes: • Report on consumer's initial capabilities
• • Consumer will demonstrate increased ability in becoming
involved in recreational activities.
Self -Care
HCIL staff will teach the consumer how to understand principles of health maintenance
and practice of personal hygiene.
Target population: Individuals with disabilities who need to improve their skills in
maintaining their personal health by meeting daily self -care needs.
Time elements: Staff transportation variable mileage expense
Planning session 1 hour
Area instruction session variable
Follow -up variable
Fees: $30 per hour
$0.40 per mile
Outcomes: • Report on consumer's initial capabilities
• Consumer will demonstrate increased ability in performing daily
self -care tasks to maintain personal hygiene.
•
FEE FOR SERVICES PROGR --- $$$ - -- Hawaii Centers fo n ependent Living (HCIL) 12
Independent Living Skills Assessment (Continued)
Support Systems
HCIL staff will teach the consumer how to identify community services and support
systems, effectively use these systems, and understand their civil rights to equal access
and services.
Target population: Individuals with disabilities who need to improve their skills in
understanding how community services and support systems can
assist in independent living, and accessing these services.
Time elements: Staff transportation variable mileage expense
Planning session 2 hours
Area instruction session variable
Follow -up variable
Fees: $30 per hour
$0.40 per mile
Outcomes: • Report on consumer's initial capabilities
• Consumer will demonstrate increased knowledge of community
services, and ability to access these services.
Time Management
HCIL staff will teach the consumer how to understand the concept of time, use various
time tools (e.g., calendars, clocks), develop schedules, monitor time progression, and
engage in activities according to time management principles.
Target population: Individuals with disabilities who need to improve their skills in time
management.
Time elements: Staff transportation variable mileage expense
Planning session 2 hours
Area instruction session variable
Follow -up variable
Fees: $30 per hour
$0.40 per mile
Outcomes: • Report on consumer's initial capabilities
• Consumer will demonstrate increased ability to manage their
time, and accomplish tasks from a scheduling point of view.
FEE FOR SERVICES PROGRAM — $$$ - -- Hawaii Centers for In ent Living (HCIL) 0 13
Independent Living Skills Assessment (Continued)
Transportation
HCIL staff will teach the consumer how to understand the different transportation
options available, access the appropriate transportation service, and use the
transportation service to get around in the community.
Target population: Individuals with disabilities who need to improve their skills in using
transportation services.
Time elements: Staff transportation variable mileage expense
Planning session 2 hours
Area instruction session variable
Follow -up variable
Fees: $30 per hour
$0.40 per mile -
Outcomes: • Report on consumer's initial capabilities
• Consumer will demonstrate increased ability to get to their
destination through the use of available transportation services.
0
FEE FOR SERVICES PROGRA ----SS S--- - t.Hawaii Centers for ndependent Living (HCIL) 14
Assistive Technology Assessment
Assistive Technology (AT) are devices or methods of task application that enable people
with functional limitations to perform tasks more efficiently or independently. The
actual AT to be used may vary from "no tech" to "low tech" to "high tech" strategies of
intervention. HCIL staff conducts assessments that addresses the consumer's functional
capabilities in association with the specific tasks that the consumer wants to accomplish.
Assistance is given in recommending ways for the consumer to perform the task, and
identifying possible alternative funding sources if needed. A data search can also be
made for device information, vendor services, and manufacturer's cost.
Target population: Individuals who need to find out information about assistive
technology, and their application relevant to activities and task that
they want to accomplish.
Time elements: Staff transportation variable mileage expense
Full assessment variable
Report generation variable
Plan development variable
Fees: $35 per hour
$0.40 per mile
Outcomes: • Report on consumer's functional capabilities
• Report on task analysis
• Report on data search
• Report on third party funding sources
• Recommendations for action steps to acquire and use AT
FEE FOR SERVICES PROGRAM - SSS - -- Hawaii Centers for Indent Living IHCIL) O 15
Personal Care and Chore Service Assessment
Personal Care and Chore services enable people with functional limitations to achieve
daily living activities, and enhances the option of community living. Attendants and
chore workers physically assists the person to accomplish tasks in the home. HCIL staff
conducts an assessment that addresses the consumer's functional capabilities in
association with the daily living activities that the consumer needs to perform.
Assistance is given in identifying the amount and type of help required, and the
necessary skills for supervising the attendant or chore worker.
Target population: Individuals who need another person to assist with the performance
of daily living activities, in order to live in the community.
Time elements: Staff transportation variable mileage expense
Full assessment 3 hours
Report generation 3 hours -
Plan development 2 hours
Fees: $45 per hour
$0.40 per mile
Outcomes: • Report on consumer's functional capabilities
• Report on amount and type of assistance required
• Report on supervisory capacity of consumer •
• Identification of possible sources to locate attendants and chore
workers
• Recommendations for action steps to acquire attendants and
chore workers
FEE FOR SERVICES PROGI --- SSS - -- Hawaii Centers tfependent Living (HCIL) 16
Home Accessibility Assessment
Service Level One
Home Accessibility is an essential feature for people with functional limitations to
navigate and use their housing unit. Point of access from transportation vehicles,
entrances, exterior and interior routes, and access to various home elements are
addressed. HCIL staff make home visits to survey the existing housing components and
identify recommendations for barrier removal.
Target population: Individuals who need to make their homes more accessible in order
to use and live in it.
Time elements: Staff transportation variable mileage expense
Full assessment 2 hours
Report generation 4 hours
Fees: $45 per hour
$0.40 per mile
Outcomes: • Report on barrier elements
• Report on comparative accessible features
• Identification of possible resources for barrier removal
• Identification of possible resources for funding
• Recommendations for action steps for barrier removal
Service Level Two
In the event that detailed assistance is requested in developing conceptual drawings,
blueprint drafts, and negotiations with possible contractors, HCIL staff will coordinate
barrier removal activities with the appropriate professional. In essence, HCIL will be
acting as a broker of services to represent the consumer.
Time elements: Staff transportation variable mileage expense
Consultation variable
Site review variable
Fees: $25 per hour
$0.40 per mile
Outcomes: • Negotiation with required design professionals
• Assistance with selection of accessibility products
• Negotiation with required contractual professionals
• Assistance to ensure remodeling per design specifications
FEE FOR SERVICES PROGRAM— $$S - -- Hawaii Centers for InSnt Living (HCIL) 17
Transportation
Transportation provides community mobility to consumers for the accomplishment of
daily living needs or personal activities. Upon availability of HCIL staff, requests to
transport people with disabilities can be accommodated. HCIL has wheelchair lift -
equipped vehicles, and drivers are trained to board and secure passengers.
Service to Consumers
Any person with a disability, who is an active consumer of HCIL, may request
transportation assistance. The call will be taken, and scheduling arranged. The
readiness to provide transportation services are based on the availability of drivers and
vehicles, operating hours, and the order of the call for the request.
Time elements: Boarding passenger 10 minutes
Transport of passenger variable
Disembarking passenger 10 minutes
Fees: $2 per one -way trip
Outcomes: • Consumer gets to desired destination
Service to Tourists
Any person with a disability visiting Hawaii may request transportation assistance. There
are two types of services provided to tourists: (1) airport to hotel and reverse trips
transport, and (2) chartered services for a designated period of the day. The call will be
taken, and scheduling arranged. The readiness to provide transportation services are
based on the availability of drivers and vehicles, operating hours, and the order of the
call for the request.
Time elements: Waiting for passenger(s) variable
•
Boarding passenger(s) 10 - 20 minutes
Transport of passenger(s) variable
Disembarking passenger 10 - 20 minutes
Fees: $5 per 15 minutes stand -by waiting*
$25 - 35 per airport to hotel or reverse one -way trip*
$80 per half day charter*
*Not applicable for sliding fee adjustment
Outcomes: • Tourist gets to desired destination
FEE FOR SERVICES PROG• --- SSS - -- Hawaii Centers •pendent Living IHCIL) 18
Transportation (Continued)
Service to Other Agencies
Any agency or business may request transportation assistance on behalf of their client
with a disability. The call will be taken, and scheduling arranged. The readiness to
provide transportation services are based on the availability of drivers and vehicles,
operating hours, and the order of the call for the request.
Time elements: Waiting for passenger variable
Boarding passenger 10 minutes
Transport of passenger variable
Disembarking passenger 10 minutes
Fees: Negotiated*
Not applicable for sliding fee adjustment
•
Outcomes: • Other agency or business client gets to desired destination
Benefits Assessment
Benefits through various entitlement programs enable people with disabilities,.who have
no or limited income sources to pay for needed items while living in the community.
HCIL staff use an assessment tool to identify all the income sources for consumers, and
determine if possible entitlement programs may be able to assist. Information on
multiple income and asset sources are consolidated to discern the probability of
successfully obtaining applicable benefits for the consumer.
Target population: Individuals with disabilities who need supplemental benefits to meet
living expenses or other types of independent living needs.
Time elements: Staff transportation variable mileage expense
Full assessment 1 hour
Report generation 1 hour
Fees: $35 per hour
$0.40 per mile
Outcomes: • Report on consumer's consolidated income and assets
• Report on applicable entitlement programs
• Identification of contacts and general procedures
• Recommendations for action steps to obtain benefits
_ o
FEE FOR SERVICES PROGRA — 655 - -- Hawaii Centers for I ent Living (HMI 19
Benefits Assessment (Continued)
AT Loan Application Processing
HCIL staff will assist consumers to complete both the form and the necessary
corresponding documentation for the submission of the AT Loan Program application.
Target population: Individuals who need to borrow money to pay for the purchase of
an assistive technology devices. These individuals must also have a
minimal amount of disposable income to re -pay the loan.
Time elements: Staff transportation variable mileage expense
Obtain supporting documents variable
Filling out application form 1 hour
Fees: $25 per application
$0.40 per mile
Outcomes: • Pre - screening of major criteria
• Attachment of all required documents
• Completion of application form
Disabled Parking Application Processing
HCIL staff will assist consumers to complete both the form and the necessary
corresponding documentation for the submission of the Disabled Parking application.
Target population: Individuals who have some kind of mobility related disability, and
need to obtain a disability parking placard for the use of their
private vehicle.
Time elements: Staff transportation variable mileage expense
Obtain supporting documents variable
Filling out application form 15 minutes
Fees: $5 per application
$0.40 per mile
Outcomes: • Pre - screening of major criteria
• Attachment of all required documents
• Completion of application form
•
FEE FOR SERVICES PROGF -- -SSS - Hawaii Centers tikendent Living (HCIL) 20
Benefits Assessment (Continued)
Emergency Fund Application Processing
HCIL staff will assist consumers to complete both the form and the necessary
corresponding documentation for the submission of requests for Emergency Funds to
appropriate resources.
Target population: Individuals with disabilities who need immediate financial assistance
to meet a monetary obligation, and who have no currently available
financial means to meet that obligation.
Time elements: Staff transportation variable mileage expense
Obtain supporting documents variable
Filling out application form 1 hour
Fees: N/A
Outcomes: • Pre - screening of major criteria
• Attachment of all required documents
• Completion of application form
Food Stamps Application Processing
HCIL staff will assist consumers to complete both the form and the necessary
corresponding documentation for the submission of a Food Stamp application.
Target population: Individuals with disabilities who need supplementary funds for the
purchase of food on a continual basis.
Time elements: Staff transportation variable mileage expense
Obtain supporting documents variable
Filling out application form 1 hour
Fees: $20 per application
$0.40 per mile
Outcomes: • Pre - screening of major criteria
• Attachment of all required documents
• Completion of application form
FEE FOR SERVICES PROGRAM —SS S - -- Hawaii Centers for In nt Living (HCIL) 21
Benefits Assessment (Continued2
Handi -Van Application Processing
HCIL staff will assist consumers to complete both the form and the necessary
corresponding documentation for the submission of a Handi -Van application.
Target population: Individuals with disabilities who cannot use the public mass transit
system and need to use the para- transit system for their
transportation.
Time elements: Staff transportation variable mileage expense
Obtain supporting documents variable
Filling out application form .15 minutes
Fees: $5 per application
$0.40 per mile
Outcomes: • Pre - screening of major criteria
• Attachment of all required documents
• Completion of application form
Medicaid Application Processing
HCIL staff will assist consumers to complete both the form and the necessary
corresponding documentation for the submission of a Medicaid application.
Target population: Individuals with disabilities who require medical insurance to cover
ongoing medical care, and meet the income and asset requirements
of the State's Medicaid system.
Time elements: . Staff transportation variable mileage expense
Obtain supporting documents variable
Filling out application form 1 hour
Fees: $20 per application
$0.40 per mile
Outcomes: • Pre - screening of major criteria
• Attachment of all required documents
• Completion of application form
•
iY
•
FEE FOR SERVICES PROG• --- $$$ - -- • Hawaii Centers 1,endent Living (HCIL) 22
Benefits Assessment (Continued)
Section 8 Application Processing
HCIL staff will assist consumers to complete both the form and the necessary
corresponding documentation for the submission of a Section 8 application.
Target population: Individuals with disabilities who require supplemental funds for the
payment of rent on a continual basis, and who meet the income
requirements.
Time elements: Staff transportation variable mileage expense
Obtain supporting documents variable
Filling out application form 1 hour
Fees: $20 per application
$0.40 per mile
Outcomes: • Pre - screening of major criteria
• Attachment of all required documents
• Completion of application form
SSA PASS.Application :Processing
HCII_ staff will assist consumers to complete both the form and the necessary <
corresponding documentation for the submission of a Social Security Administration
PASS Program application.
Target population: Individuals with disabilities who are eligible for Supplemental
Security Income, and who have vocational goals.
Time elements: Staff transportation variable mileage expense
Obtain supporting documents variable
Filling out application form 3 hours
Fees: $75 per application
$0.40 per mile
Outcomes: • Pre - screening of major criteria
• Attachment of all required documents
► Completion of application form
FEE FOR SERVICES PROGRAM — 55$ - -- Hawaii Centers tor In nt Living (HCIL) 23
Benefits Assessment (Continued)
• SS// SSDI Application Processing
HCIL staff will assist consumers to complete both the form and the necessary
corresponding documentation for the submission of a Supplemental Security Income or
Social Security Disability Insurance application.
Target population: Individuals with disabilities who do not or do have a history of
employment, and have no to minimal capacity for employment.
Time elements: Staff transportation variable mileage expense
Obtain supporting documents variable
Filling out application form 2 hours
Fees: $40 per application
$0.40 per mile
Outcomes: • Pre - screening of major criteria
• Attachment of all required documents
• Completion of application form
Appeals Support
HCIL staff will assist in the case where a consumer is denied benefits after a complete
and thorough application is made. This process consists of a pre - determination review of
the consumer's circumstances, a re -draft of the initial application, and the follow -up with
the targeted benefits agency. HCIL will counsel the consumer on the probability of a
successful appeal before engaging in the actual appeals process. No guarantee is made
for success.
Target population: Individuals with disabilities who have been denied benefits, following
a complete and thorough application submission.
Time elements: Staff transportation variable mileage expense
Review of Appeals process 1 hour
Obtain supporting documents variable
Filling out application form 1 hour
Appeals hearing 1 - 2 hours
Fees: $30 per hour •
$0.40 per mile
Outcomes: • Determination of major criteria and success potential
• Attachment of all required documents
• Completion of application form
• Mediation support during appeals hearing
FEE FOR SERVICES PROGR --- $$a - -- Hawaii Centers ioSndent Living (HCIL) 24
Housing Assessment
Housing provides shelter and enhances the livelihood of people living in the community
in psychological, emotional, and physical ways. HCIL staff use an assessment tool to
identify the variables of needs and wants from the consumer in relation to the goal of
locating appropriate housing.
Target population: Individuals with disabilities who need to find a place to live.
Time elements: Staff transportation variable mileage expense
Full assessment 1 hour
Locating possible options variable
Report generation 1 hour
Fees: $30 per hour
$0.40 per mile
Outcomes: • Report on key housing elements sought
• Report on possible housing options
• • Recommendations for action steps to obtain housing
Peer Networking Telecommunications
Peer to peer sharing of disability and other life experiences enable people with
disabilities to learn from a first -hand basis about the "tricks of the trade ". HCIL staff
will teach consumers how to use their own computers to access telecommunication
capabilities for the purpose of networking with other people with disabilities. Sending e-
mail, transferring files, searching for and acquiring information, using newsgroups, and
other features of computer -based telecommunications will be learned through a class
session format.
Basic Internet and E -mail
Target population: Individuals with disabilities who want to develop basic understanding
of computer -based telecommunications, and skills to browse the
Internet and send e-mail.
Time elements: Class preparation 1 hour
Class session 4 hours
Fees: $15 per class
Outcomes: • Consumer will understand the basic concepts of the Internet;
what it is, how it works, and demonstrate use
• Consumer will understand the basics of e -mail, news, the web,
and demonstrate use
• Consumer will identify how to get online
•
FEE FOR SERVICES PROGRA — $$$ - -- Hawaii Centers for Irient Living IHCILI 25
Advanced Web Browsing
Target population: Individuals with disabilities who understand basic concepts of
computer -based telecommunications and the Internet, and who want
to hone their skills to "surf' the web.
Time elements: Class preparation 1 hour
Class session 4 hours
Fees: $15 per class
Outcomes: • Consumer will demonstrate how to use Netscape Navigator: how
to browse the web, view web pages, use the graphics, download
files, create bookmarks, jump to sites, configure helper
applications
Building Your Own Web Page
Target population: Individuals with disabilities who are fully familiar with the Internet
and the concept of web pages, and who want to create their own
web pages to disseminate information.
Time elements: Class preparation 1 hour
Class session 4 hours
Fees: $15 per class
Outcomes: • Consumer will understand HTML and its "language"
• Consumer will demonstrate how to conceptualize, write, and
develop a web page
• FEE FOR SERVICES PROG• --- $$$ - -- Hawaii Centers dendent Living (HCIL) 26
SERVICES DESCRIPTION
Community Support Training Services
Americans With Disabilities Act -- Employment
In 1990, the Americans With Disabilities Act (ADA) was passed, ensuring the civil rights
of people with disabilities to equal access and opportunities in the community.
Businesses in the private sector are generally covered by the ADA. HCIL staff will
provide training to teach the basic requirements of the ADA for employment
compliance, increase awareness of interacting with people with disabilities, recommend
options for reasonable accommodations, and identify possible resources for providing
reasonable accommodations. This training has a strong association with the
requirements of the ADA law.
Target population: Companies that employ 15 or more employees. Companies that
have or will have employees with disabilities.
Time elements: Training preparation 1 hour
ADA training session 2 hours
Accommodation assessment 1 hour
Report for accommodation 2 hours
Fees: $75 per hour, ,
Outcomes: • Participants will demonstrate basic Title I knowledge of the
ADA, and its requirements
• Participants will demonstrate awareness of interacting with their
colleagues with disabilities
• Participants will become knowledgeable of options for providing
reasonable accommodations
• Participants will become knowledgeable of resources for
providing reasonable accommodations
FEE FOR SERVICES PROGRAt - $$$ - -- Hawaii Centers tor Ieent Living IHCIL) e 27
Americans With Disabilities Act -- Public Accommodations
In 1990, the Americans With Disabilities Act (ADA) was passed, ensuring the civil rights
of people with disabilities to equal access and opportunities in the community.
Businesses in the private sector are generally covered by the ADA. HCIL staff will
provide training to teach the basic requirements of the ADA for places of public
accommodations to comply with the law, increase awareness of interacting with
customers with disabilities, recommend options for providing equitable services, and
identify possible resources for auxiliary aids. This training has a strong association with
the requirements of the ADA law.
Target population: Places of business that cater to the public.
Time elements: Training preparation 1 hour •
ADA training session 2 hours
Policy assessment variable
Auxiliary aids assessment 1 hour
Report generation 2 hours
Fees: $75 per hour
Outcomes: • Participants will demonstrate basic Title III knowledge of the
ADA, and its requirements
• Participants will demonstrate awareness of interacting with their
customers with disabilities
• Participants will become knowledgeable of options for
implementing alternative procedural elements to provide
equitable services
• Participants will become knowledgeable of resources for
providing auxiliary aids, and the use of such devices
O
FEE FOR SERVICES PRO --- $$$ - -- Hawaii Centers pendent Living (HCIL) 28
•
Customer Service and People With Disabilities
Places of business that interact on a person to person basis with their customers need to
be able to provide equivalent services to people with disabilities. HCIL staff will provide
training to teach disability awareness, interaction skills with people with different types of
disabilities, policy options for providing equitable services, the use of various types of
auxiliary aids, and the identification of possible resources for auxiliary aids. This training
is directly related to providing excellent customer service to people with disabilities.
Target population: Places of business that cater to the public and demand a high quality
of customer satisfaction in their provision of services.
Time elements: Training preparation 1 hour
Training session 2 hours
Policy assessment variable
Auxiliary aids assessment 1 hour
Report generation 2 hours
Fees: $75 per hour
Outcomes: • Participants will demonstrate basic Title III knowledge of the
ADA, and its requirements
• Participants will demonstrate awareness of interacting with their
customers with disabilities
► Participants will become knowledgeable of options for
implementing alternative procedural elements to provide
equitable' services
• Participants will become knowledgeable of resources for
providing auxiliary aids, and the use of such devices
a
FEE FOR SERVICES PROGRAM 4111_$$$___ Hawaii Centers for Intnt Living (HCIL) 29
Disability Awareness
People in different situations may be faced with the opportunity to socialize, work, train,
or provide services with people with disabilities. It is essential to be aware of different
disabilities, as they relate to individual strengths and limitations. HCIL staff will provide
training to identify different functional abilities and their association with specific
strategies for interaction.
Target population: Any agency or business that wants their employees to be
comfortable interacting with people with disabilities in assorted
situations.
Time elements: Training preparation 1 hour
Training session 2 hours
Fees: $75 per hour
Outcomes: • Participants will demonstrate basic knowledge of different
functional disabilities
• Participants will demonstrate awareness of interacting with
people with different disabilities
• Participants will become knowledgeable of resources for support
services related to disability
FEE et FOR SERVICES PRO --- SSS - -- Hawaii Centers pendent Living (HCIL) 30
Telecommunications
Peer to peer sharing of life experiences enable family and friends of people with
disabilities to learn about the issues of living with a disability. This also includes
acquiring information from general resources outside the realm of disability. In order to
promote the networking of information for the benefit of people with disabilities, HCIL
staff will teach interested persons how to use their own computers to access
telecommunication capabilities. Sending e-mail, transferring files, searching for and
acquiring information, using newsgroups, and other features of computer -based
telecommunications will be learned through a class session format.
Basic Internet and E-mail
Target population: Family and friends of people with disabilities who want to develop
basic understanding of computer -based telecommunications, and
skills to browse the Internet and send e-mail.
Time elements: Class preparation 1 hour
Class session 4 hours
Fees: $40 per class
Outcomes: • Participant will understand the basic concepts of the Internet;
what it is, how it works, and demonstrate use
• Participant will understand the basics of e-mail, news, the web,
and demonstrate use
• Participant will identify how to get online
Advanced Web Browsing
Target population: Family and friends of people with disabilities who understand basic
concepts of computer -based telecommunications and the Internet,
and who want to hone their skills to "surf' the web.
Time elements: Class preparation 1 hour
Class session 4 hours
Fees: $50 per class
Outcomes: • Participant will demonstrate how to use Netscape Navigator:
how to browse the web, view web pages, use the graphics,
download files, create bookmarks, jump to sites, configure
helper applications
FEE FOR SERVICES PROGRArIS__sss - -- Hawaii Centers for IIient Living (HCIL) 31
Building Your Own Web Page
Target population: Family and friends of people with disabilities who are fully familiar
with the Internet and the concept of web pages, and who want to
create their own web pages to disseminate information.
Time elements: Class preparation 1 hour
Class session 4 hours
Fees: $60 per class
Outcomes: • Participant will understand HTML and its "language"
• Participant will demonstrate how to conceptualize, write, and
develop a web page
FEE FOR SERVICES PROG --- $$$ - -- Hawaii Centers pendent Living (HCIL) 32
APPENDIX A
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Revenue Sources ttkIvi
."..tY4'.tti'
3
i'l .1 t
- 4 4 ":1 e.''• ki
Tt',1:t PN; ?f:1:1::....
RECEDING FISCAL YEAR 1999700
' ' •-". ' ' —
. . .
.1, .1 -. .. 7 ,1' , .- • ., , FISCAL YEAR 2000-01
t.6 Amount
T o :I A
Total Program Amount
Amount Requested
Amount Projected
County of I lawaii
10,505
10,505
20,000
4.: ... 4 -. .. -•
State of Hawaii
4 12,575
113 ,
$-;,2.1: .:•
,./ ■., • • $,
1;41,1 .. - t . • • ‘. . i . i
Federal Funds
738,108
137,4 35
..it!n ' t ' • ‘ f .
:
'lilt'. ;
Private Foundations*
260 ,000
2 ,000
1 {,ft,*:. ".: : 'L.'. • '.1
United Way Funds
6
14 ,000
t ;1;4 . ' • " -
Adm issions
IA' ■ • • • ‘. ' 4“ " i C •
L
Donations
21,870
10,674
t ■;11 • ;14
riciniaii:U$.?,&igkit44.-;!,w4)
10,000
Fundraising
12,000
2,000
ht.v.p I "
11:..7:.‘,-:;, • 561
u ,000
Pay Phone
filt .% I,.
Vending Machines
l
Service/Program Fees
76 ,300
. 14
Ariscot,ra.r,i'limr,c Sy:. ,r.i.A.ct
Third-party reimbursement(s)
'tctie(Itgp ilif
Tuition
.
Others (Please list)
County of Maui
25,000
: ' • ._TOTAL REVENUES -
1620,790
290,070
20,000
14 ,000
AGENCY/ORGANIZATION: Hawaii Centers for I Liv ind'HOJECT NAME: CIL - East & Wes* Hawaii
TABLE 6
Summary of Income
tt•- , j,.•tree
Stephen K. Yamashiro
Mayor
County of j aluaii
DEPARTMENT OF FINANCE
:5 Aupum Street. ROOT tia • H110. HIOa,i %220-4:52
laaal 961d434 • Es, t$GSl 9e1.11:111
HAWAII COUNTY NONPROFIT GRANTS (FY 20
J
FINANCIAL QUESTIONNAIRE
Please include as an attachment an explanation for all "NO" answers to questions #1 thru 11 below:
Yes No
Harry A Takaha•
mfr.!.
S. K. Schulte
Dirtily
T flfl �
JAN 2 7 1999 0
IS 0 1. I las the agency operated continuously for the past three (3) years?
O 0 2. Has the agency operated with a positive cash flow for the past (3) years?
0 CS 3. Does your Board of Directors approve a detailed cash flow budget before the beginning of
each fiscal year?
O 0 4. Do your Board meeting minutes show that quarterly financial statements are approved?
O 0 5. Is your equity balance at least 20% of your Total Liability balance?
0 0 6. Is your Total Current Asset balance larger than your Total Current Liability balance?
0 0 7. Are bank reconciliations and accounting performed by someone other than the check signaton?
0 0 8. Are you fully insured for the agency's vellicle(s) and building(s)?
0 0 9. Is your Workers' Compensation at least 2% of payroll?
C4 0 10. Are you current (not delinquent) on all payroll and payroll tax payments?
O 0 I I. Is the agency free of any pending litigation, liens or judgments?
(. 5 0 12. Within the past 12 months, has the agency applied for vendor or bank credit and was
denied credit? If yes, please explain.
As the grant applicant, f cert fy that the agency has satisfactorily responded to each of the above questions and erpluincd as
needed. I hereby certify that this information is true and correct to the best of my knowledge.
Agency: Hawa44 rnt -nre Err TevAnrnnelent. Thti Phone: 577 a
1
Prepared by: Vlolpta Evans /Financial Manager � � , �� [.�•L -
Print Name/Title Signalu Da
Da Ot�3talce /ac Director
Certified by ( { /27/2000
(on, No 6'6 7.oa
ata -3
ILA\VAII CENTERS FOR
INDEPENDENT LIVING
Financial Statements
September 30. 1997
f
Honolulu. Hawaii
December 23. 1997
Board of Directors
Hawaii Centers for Independent Living
Independent Auditors' Report
a
'.Wikoff /Combs& Co.
1 71 !AI II II tt,ILIi 1iiAp•Ir•\r•
We have audited the accompanying statement of financial position of Hawaii Centers for
Independent Living (a' nonprofit organization) as of September 30, 1997, and the related
statements of activities. functional expenses and cash flows for the year then ended. These
financial statements are the responsibility of Hawaii Centers for Independent Living's
management. Our responsibility is to express an opinion on these financial statements based
on our audit.
We conducted our audit in accordance with generally accepted auditing standards and the
standards applicable to financial audits contained in Government Auditing Standards, issued
by the Comptroller General of the'United States. Those standards require that we plan and
perform the audit to obtain reasonable assurance about whether the financial statements are
free of material misstatement. An audit includes examining, on a test basis. evidence
supporting the amounts and disclosures in the financial statements. An audit also includes
assessing the accounting principles used and significant estimates made by management. as
well as evaluating the overall financial statement presentation. We believe that our audit
provides a reasonable basis for our opinion.
In our opinion. the financial statements referred to above present fairly, in all material
respects. the financial position of Hawaii Centers for Independent Living as of September 30.
1997. and the changes in its net assets and its cash flows for the year then ended in
conformity with generally accepted accounting principles.
In accordance with Government Auditing Standards. we have also issued our report dated
December 23. 1997 on our consideration of Hawaii Centers for Independent Living's internal
control over financial reporting and our tests of its compliance with certain provisions of
laws. regulations, contracts and grants.
rg,it lln•'I \1.:11 `,,It, ;1140, Flnnrrluiu. 1 a'u.n � :1113) 5J;.7 {•_ • '14.!4'1 Ll +inu Si.. \ \.Igt.iiut. HI '107'17, 6d ;; 11:st 4,71. :611:4
F.t• iroltA i 11,.11 ;1.J
Q •
HAWAII CENTERS FOR INDEPENDENT LIVING
Property and equipment:
Leasehold improvements
Office furniture and equipment
Transportation equipment
Telephone equipment
Computer equipment
Other assets:
Restricted cash (Note 3)
Certificate of deposit (Note 6)
Investments (Note'_)
Assistive technology devices
Statement of Financial Position
September 30. 1997
ASSETS -
Current assets:
Cash in bank S 371,421'
Receivables:
Government agencies S 165.233
Other 1.330 166.563
Prepaid expenses and other assets (Note 12) 26.037
Total current assets 564.076
Less accumulated depreciation and amortization
23.056
153,635
187.531
46.549
198.525
614.346
333.612 275.734
347.343
100.000
7.265
59.452
Total assets S 1.304.373
See accompanying notes to tinancial statements.
514.563
P
' - CENTERS FOR INDEPENDENT'LMNG L- ?'ii. '
Current liabilities:
Current portion. note payable (Note 5) S 744
Accounts payable 66,023
Accrued payroll and payroll taxes 77,395
Accrued vacation 33.201
Total current liabilities 177.371
Long term liabilities:
Note payable. net of current portion (Note 5) 6.I2S
Revoking loan program (Note 3) 347,313
Total liabilities 531,347
Commitments (Note 7)
Unrestricted:
Undesignated S 2 93.963
Invested in property and equipment 225,732
Temporarily restricted
Permanently restricted (Note 6)
Total net assets
Statement of Financial Position
September 30, 1997
LLABILITIES
NET ASSETS
Total liabilities and net assets S 1.304.3 7S
See accompanying notes to financial statements
3
524.695
148.336
1 00.000
773.031
P b
• S
e .a 5 .
•
HAWAII CENTERS FOR INDEPENDENT LIVING
Statement oIActivities and Changes in Net Assets
For the Year Ended September 30. 1997
Unrestricted
Tout support and revenue _44,145
Expenses:
Program ser.icea:
Se:viers for disabled individuals
See accompan■in8 notes to financial statements.
4
Temporarily Permanently
Restricted Restricted
Total
Support and revenue:
Goscmmcnt appropriations and assistance S 1219.676 S 637.615 S S 1.917294
Contributions 38.753 139.500 223253
Aloha United Way 67246 672
Other 66.385 66.335
Conference :92:9 292:9
Interest income 10.493 10.495
Fundraising. net of direct costs of 56.1:0 3233 3233
Investment income (Note :) 7263 7_68
Net assets released from restrictions (Note 13) 736.805 (
90 15 __:4 ass
1.3:0.9)1 - - 1.3:0!)0
Support senir3:
Management and general :63 • :58.14_
Fundraising 15.067 15.067
Total support senicrs 233209 :33209
Toul expenses 210320 2.103210
Change in net asses 1 902 :13 251248
\c• assets at beginning of )car
as prenous■ reported 441.:33 100.000 541.733
Pncr penal adjustment (Note 14) 155.0:5) 511.023
Net asac :s at beginning of .ear. as restated 333.76 98.0:3 100 000 54 I. "33
Net asses at end of.r_r S 5:4.695 S 143.336 S 1110 0170 5 773.031
w
Salm ics
I'aylall lases a ulhcl II inge% (ILUC 1()
1 Mal cumpeolcl gun
Toll liulcltoual cywnSc5
I IAIVAII l'ENTEIIS Foil INDEPENDENT I.IVINC
Stalcmc al 1 al Emk.mies
Pon the Yea. Puled Scplcul.cl 311, 1'17!
,11pI:rmL\ }11tic+ Sapient tied Ntcs
Ihvo61e.1 Klanageuoeat 10.61 Supp.nl
In.6vidu:Js uuJlicnrs l Fund Ilui.ugt Sci voce% lal:d Iitj.c
S 1(511,16.1 S 1511)127 S - S ISlp27 S 11NNI,19)
11(2, 721 12,21(1 1 2.2)11 215,2114
1.1111,11/47 11(2,1 111 11(2,1111 1,215,397
15ulcssioaal Ices and cua11acl %invite p.nymcul< 1112,6511 2'I,ISN 11,115 411,5111 341,151
4 )ecupancy 125,5111 22.141( - 22 147,651
l ulvel• 711,161 - - 717,161
Supplies 12321 1.274 2,S011 5,774 311,495
I kin ccialinn mug alum liinl ion 41i,945 7,226 7,226 4/1,171
'Eck:plume 16,621 6,-11.1 - 6,461 4311%4
Equipment genial all ulainlcuance 263)5 4,72') - 4,72') 11,524
Specific a sislullce In individuals 29,116 - . 29,116
hinting and publitalinn 16.1119 2,174 .ton) 2,441 114;152
Twining 5;)111( 1 1111 - 1,011 6,951
!twit uulcc 1.1,217 171.11 751 2,511 16352
I'n .Inge and :Mipping 7,1174 11 1 1,111 10,675
Menllkgsllip dues uul lees 5,129 9411 9-Ill 6,267
Conlercucc 6-1,9X4 64,)1(4
Adveilisulg .13$1( (d.1( 661( 4,456
I lcicsl eNp.ell.e •I4 N 1( 52
Monde lilul - . 1,'124 1,924
Miscellaneous 2;927 S16 SI6 1,141
1
1,X211,11111 1 261(,1.12 1 IS1)67 5 21(1,2117 1 2.1111,
Sec attumlem) tug nudes III lio:munl .Lncnocul.
5
0
Cash flows used in investing activities:
Acquisition of property and equipment
Cash flows from financing activities:
Repayment of capital lease obligations
Proceeds from note payable
Proceeds from line of credit
Repayment of line of credit
S
�t r � {'.ice •Fx
HAWAII CENTERS FOR INDEPENDENT LIVING
- / J,` i ' `! rraf. ? :` :� 1, fjCl t''r`a
Statement of Cash Flows
•
For the Year Ended September 30. 1997
Cash flows from operating activities:
Change in net assets
Adjustments to reconcile change in net assets to net cash
used by operating activities:
Depreciation and amortization S 43.171
Loss on disposal of property and equipment 2.2.4
Gain on investment (7,268)
(Increase) decrease in assets:
Receivables (13.311)
Prepaid expenses 9.234
Restricted cash (12.433)
Increase (decrease) in liabilities:
Accounts payable 27,940
Accrued payroll and payroll taxes 34,490
Accrued vacation (5.936)
Deferred revenue 12.433
Net cash provided by operating activities
See accompanying notes to financial statements.
6
(5.232)
7.044
20.000
(20.000)
S 231,243
(163,793)
Net increase in cash
Cash at beginning of year
Cash at end of year $ 371.421
Supplemental cash floe' rnformanon.
Interest paid
Supplemental schedule of noncash investing acnV7ne.):
Disposal of fully depreciated property and equipment S 135.339
1.76'_
159.736
2 _ 1 1.635
0
Background and Organization
HAWAII CENTERS FOR INDEPENDENT LIVING
Notes to Financial Statements
September 30. 1997
Hawaii Centers for Independent Living (Organization) is a nonprofit organization incorporated
in 1931. to establish. maintain and operate nonprofit community service centers relating to and
for the purpose of improving the physical, social and financial conditions of disabled individuals
in the State of Ha«aii and to promote programs leading to economic self sufficiency and
independent living. The Organization also provides transportation and equipment to assist
disabled persons to live independently and function «ithin the community.
L Summand of Significant Accounting Policies
Basis of Presentation
Reports information regarding its financial position and activities according to the
following_ three classes of net assets:
Unrestricted net assets represents resources over «hick the Board of Directors has
discretionary control.
Temporarily restricted net assets result from contributions whose use is limited by donor
stipulations that either expire with passage of time or can be fulfilled and removed by
actions of the Organization pursuant to those stipulations.
Permanently restricted net assets result from contributions ∎ hose use is limited by
donor stipulations that do not expire.
Procery and Eauipment
Property and equipment are recorded at cost or fair mar'.: :: value at date of donation.
Leasehold improvements are amortized using the straight-line method over the lesser of
the lease term or the estimated useful lives of the assets. Depreciation is determined
using the straight -line method and the estimated useful h'.es of the assets ranging from
five to ten \ears.
Investments
The Organization's 50% investment in an unconsolidated corporation is recorded using
the equity method. Under the equity method. in.estments are recognized at cos:.
adjusted for the Organization's proportionate share of the entity's undistributed earnings
or losses. Losses are recognized to the extent of the investment plus any guaranteed
obligations or advances of the investee.
HAWAII .CENTERS'FOR :LIVING f{
1. Summary of Significant Accounting Policies, continued
Contributions and Support
All monetary contributions are recorded when received and considered to be available
for unrestricted use unless specifically restricted by the donor. Contributions and
support restricted by the donor are reported as an increase in unrestricted net assets if the
restriction expires in the reporting period in which the support is recognized. All other
donor - restricted contributions and support are reported as an increase in temporarily or
permanently restricted net assets. depending on the name of the restriction. When the
restricted purpose is accomplished. temporarily restricted net assets are reclassified to
unrestricted net assets and reported in the statement of activities as net assets released
from restrictions.
Fund - Raising Events
Functional Classification of Expenses
Notes to Finaricial Statements
September 30. 1997
Proceeds from fund - raising events are reported net of directly related costs incurred for
the event. Direct costs are amounts expended for the fund- raising event. such as the
costs of green fees and dinner for the golf tournament. Other costs related to the event
such as printing. postage and prizes are recorded as fund - raising expenses.
Expenses are categorized principally in terms of the Organization's individual program
activities or functions.
Use of Estimates
The preparation of financial statements in conformity t%ith generally accepted
accounting principles requires management to make estimates and assumptions that
affect the reported amounts of assets and liabilities and disclosure of contingent assets
and liabilities at the date of the financial statements. and the revenues and expenses
during the stated period. Actual results could differ from management's estimates.
8
•
HAWVA.II CENTERS FOR INDEPENDENT LIVING
Notes to Financial Statements
September 30. 1997
2. Investment in Unconsolidated Subsidiaries
To further its goals, the Organization established Access Aloha. Inc.. as a for profit.
wholly owned subsidiary, in 1991. The purpose of the corporation was to provide
consultine services to Hawaii businesses regarding access design features for individuals
with disabilities. In 1995, the Organization sold 50% of the Company's stock. and the
corporation changed its name to Access Aloha Travel. Inc.. and began operating. as a
travel agency. Access Aloha Travel Inc.. specializes in providing travel services to
individuals with disabilities. The Organization's share of income for 1997 was S7.263.
Hawaii Assistive Technology Project
4. Bank Line -of- Credit
5. Note Payable
9
The Organization received 5300.000 from the U.S. Department of Education through the
State of Hawaii. Department of Human Services for a low- interest revolving loan
program. The funds are deposited with a selected financial institution and are used to
guarantee loans to disabled persons for the purchase of assistive devices. Interest earned
on the funds increases the amount of funds available for the loan program.
As of September 30. 1997, loan program cash and interest aggregating 5347.343 are
included in the accompanying statement of finar.cial position.
The Organization has a 57:,000 bank line -of- credit mailable for short-term working
capital needs. Borrowings are or. 90 -day notes. secured by accounts receivable. property
and equipment. The entire line -of- credit was available at September 30. 1997, and is
renewable in March. 1993.
The Organization financed the acquisition of a telephone system. Monthly principal and
interest payments (at 15% per annum are due until maturity in August. 2002. Minimum
future principal payments as of September 30. 1997. are as follows:
5. Note Payable, continued
6. Endowment Fund
7. Commitments
HAWAII CENTERS FOR INDEPENDENT LIVING
Notes to Financial Statements
September 30. 1997
Year Ending
Seotember 30
1998 S 744
1999 1._52
2000 1.446
3001 1.671
2002 1.759
Total 6.372
Less current portion 711
Long -term portion 56.138
A 5100.000 endowment fund was established to provide independent living skill classes
for persons with disabilities. Income from endowment investments. with approval of the
donor. has been expended in accordance with provisions of the gift.
The Organization leases its administratise and program serv ice offices for its Oahu and
Hawaii locations under operating leases expiring in various years through June 30. 2012.
In addition to the monthly base rent. a prorata portion of buildir.2 operating expenses
and general excise taxes are payable. The program service offices for the Kauai and
Maui locations are being rented on a month to month basis.
N[inimum future rental payments under non - cancelable operating leases as of September
30. 1997. are:
10
Amount
s
7. Commitments, continued
9. Pension Plan
9. Income Taxes
10. Economic Dependency
HAWYAII CENTERS FOR INDEPENDENT LIVING
Notes to Financial Statements
Year Ending
Sentember 30
September 30, 1997
Amount
1993 5 55.002
1999 49.343
2000 49.343
2001 49.343
2002 51210
Thereafter 636.522
Total 5391.363
The Organization sponsors a non - contributory defined contribution pension pian that
covers substtar:zaily all of its employees. Contributions for the plan are based on 1'% of
each participant's salary. Pension expense of 57,649 is included in payroll taxes and
other fringes in the accompanying statement of functional expenses.
As a non - profit organization qualifying under Internal Revenue Code Section 501(43).
the Organization is exempt from Federal and Hawaii income taxes and has been
determined not to be a private foundation «ithin the meaning of Internal Revenue Code
Section 509(a).
The Organization received approximately 32% of its 1997. support and revenue from
government. grants. A significant reduction in the level of this support. if this ere to
occur, could have an adverse effect on the Organization's programs and activities. In
addition. the government grants require the fulfiliment of certain conditions as set tbnh
in the contractual agreements. Failure to fulfill the conditions could result in the rer_m
of funds to the government.
e a
11. Concentration of Credit Risk
HAWAII CENTERS FOR INDEPENDENT LIVING
Notes to Financial Statements
September 30, 1997
The Organization places its cash with various financial institutions. Cash balances at
each institution are insured by the Federal Deposit Insurance Corporation up to
5100.000. At September 30, 1997, the Organization's bank statement balances that
exceeded the insured amount were 5713,056. S3. 17,848 of the funds held in a certificate
of deposit are required to be deposited with a selected financial institution. (See Note 3)
The Organization has not experienced any losses in such accounts and believes it is not
exposed to any significant credit risks on cash.
12. Related Parties
Access Aloha Travel. Inc.
The Executive Director of the Organization also serves as an officer of Access Aloha
Travel. Inc. (See Note 2).
DiverseAbilities
The Organization is a member of DiverseAbilities . an independent nonprofit
organization. composed of three other non -profit organizations whose administrative
offices are housed on the same facilities with the Organization. The four organization
are collaborating their efforts to provide increased services to persons with disabilities
and reduce costs. At September 30. 1997, 51.000 of start up funds for DiverseAbilities
is included in "prepaid expenses and other assets" in accompanying statement of
financial position.
13. Restrictions on Net Assets
Net assets were released from government grants and contributions by incurring
expenses satisfying the restricted purposes. Net assets of $647,096 from government
grants and 5139.709 from contributions released from restriction in 1997. here for
independent living programs. Temporarily restricted net assets of 514S.336 at
September 30. 1997. are available for independent living program expenditures.
12
14. Prior Period Adjustment
13
HAWAII CENTERS FOR INDEPENDENT LIVING
Notes to Financial Statements
September 30. 1997
Grant funds of 558.023 awarded and reported as supcon in the 1996 fiscal year were
incorrectly reported as unrestricted net assets. Accordingly, at October I. 1996. an
adjustment aas made to properly reflect the reclassification to temporarily restricted
net assets. This adjustment resulted in a 5=3.023 decrease in unrestricted net assets as
of October I. 1996. and had no effect on the chanee in net assets for the year ended
September 30. 1996.
e 6
HAWAII CENTERS FOR
INDEPENDENT LIVING
Financial Statements
September 30, 1998
S e
Board of Directors
Hawaii Centers for Independent Living
Honolulu. Hawaii
February 3, 1999
Independent Auditors' Report
a
Wikoff, Combs & Co.
,eaic ,CCnc,t
We have audited the accompanying statement of financial position of Hawaii Centers for
Independent Living (a nonprofit organization) as of September 30. 1998, and the related
statements of activities, functional expenses and cash flows for the year then ended. These
financial statements are the responsibility of Hawaii Centers for Independent Living's
management. Our responsibility is to express an opinion on these financial statements based
on our audit.
We conducted our audit in accordance with generally accepted auditing standards and the
standards applicable to financial audits contained in Government Auditing Standards, issued
by the Comptroller General of the United States. Those standards require that we plan and
perform the audit to obtain reasonable assurance about whether the financial statements are
free of material misstatement. An audit includes examining, on a test basis, evidence
supporting the amounts and disclosures in the financial statements. An audit also includes
assessing the accounting principles used and significant estimates made by management, as
well as evaluating the overall financial statement presentation. We believe that our audit
provides a reasonable basis for our opinion.
In our opinion, the financial statements referred to above present fairly, in all material
respects, the financial position of Hawaii Centers for Independent Living as of September 30,
1998, and the changes in its net assets and its cash flows for the year then ended in
conformity with generally accepted accounting principles.
In accordance with Government Auditing Standards, we have also issued our report dated
January 8, 1999 on our consideration of Hawaii Centers for Independent Living's internal
control over financial reporting and our tests of its compliance with certain provisions of
laws, regulations, contracts and grants.
?kali efinin. ; e/
900 Fort Street Mall. Suite 1040, Honolulu, HI 96813 -3711, Tel 0081528-7322. Fax 18081536-0)64
94 -2-19 Leonui St., Waipahu. HI 96797 -2301, Tel 1808) 671-2608
9 C
S
riAWAII CENTERS FOR INDEPEh:,ENT LIVING
Statement of Financial Position
September 30, 1998
ASSETS
Current assets:
Cash in bank - $ 357,615
Receivables:
Government agencies S 85,858
Other 6,532 92,390
Prepaid expenses and other assets 18.013
Total current assets 468,018
Property and equipment:
Leasehold improvements 28,056
Office furniture and equipment 149,838
Transportation equipment 187,531
Telephone equipment 46,731
Computer equipment 174,295
586,451
Less accumulated depreciation and amortization
Other assets:
Cash held in trust (Notes 3 and 11) 361,470
Certificate of deposit (Note 6) 100,000 461,470
Total assets S 1,098,022
See accompanying notes to financial statements.
2
417,917 168,534
9 0
Commitments (Note 7)
Temporarily restricted
Permanently restricted (Note 6)
HAWAst CENTERS FOR INDEPENDENT ._JVLNG
Statement of Financial Position
September 30, 1998
LIABILITIES
Current liabilities:
Current portion, note payable (Note 5) S 1,252
Payable to HATTS (Note 3) 361,470
Accounts payable 17,427
Accrued payroll and payroll taxes 74,120
Accrued vacation 29,706
Deferred revenue 106.625
Total current liabilities 590,600
Long term liabilities:
Note payable, net of current portion (Note 5) 4,876
Total liabilities 595,476
NET ASSETS
Unrestricted:
Undesitmated $ 202,842
Invested in property and equipment 163,658
Total net assets 502,546
Total liabilities and net assets 5 1,098,022
See accompanying notes to financial statements.
3
366,500
36,046
100,000
4
Total support and revenue 1.818.708
Expenses:
Program senices
Services for disabled individuals
See accompanying notes to financial stat®tats.
4
nAWAII CENTERS FOR INDEPENDENT L1\ _ .G
Statement of Activities and Changes in Net Assets
For the Year Ended September 30, 1998
Temporarily Permanently
Unrestricted Restricted Restricted Total
Support and revenue:
Government appropriations and assistance S 1,538,887 S - S S 1,538,887
Contributions 121,147 31;346 152,493
Aloha United Way 66,061 66,061
Other 12,598 - 12,598
Conference 26 ,213 26,213
Interest income 12,339 12,339
Fundraising, net of direct costs of 56,357 3,640 3,640
Loss on sale of Investment (Note 2) (7 ,268) - (
Net assets released from restrictions (Note 12) 45.091 (45.091)
(13.7451 1.304 963
1.833.23 1.833132
Support services:
Management and general 135,770 135,770
Fundraising 7.901 7.901
Total support services 143.671 - 143.671
Total expenses 1.976.903 1.976.903
Changes in net assets (158,195) (13,745) (171,940)
Net assets at beginning of year 524,695 143,336 100,000 773,031
Prior period adjustment (Note 3) (98.5451 (93.5451
Net assets at end of year S 366.500 S 36.046 S 100.000 S 502.546
4O
HAWAII CENTERS FOR INDEPENDENT LIVING
Statement of Functional Expenses
For the Year Ended September 30, 1998
Program Services Support Services
Disabled Management Total Support
Individuals and General Fund- Raising Services
Total Expenses
Salaries S 791,997 S 87,770 S S 87,770 S 879,767
Payroll taxes and other fringes (Note 8) 184,220 20,469 20,469 204,689
Total compensation 976,217 108,239 108,239 1,084,456
Professional fees and contract service Iwyments 252,757 5,158 1,700 6,858 259,615
Contributed equipment (Note 3) 165,215 - - 165,215
Occupancy 109,002 5,737 5,737 114,739
Travel 62,488 - - 62,488
Telephone 47,696 5,300 5,300 52,996
Depreciation and amortization 39,909 2,100 2,100 42,009
Supplies 28,798 3,2081 6,001 9,201 37,999
Specific assistance to individuals 34,695 - - 34,695
Printing and publication 26,577 200 • 200 26,777
Equipment rental and maintenance 19,995 2,222 2,222 22,217
Insurance 16,633 16,633
Training 13,453 13,453
Postage and shipping 11,335 1,259 1,259 12,594
Advertising 10,970 1,219 1,219 12,189
Conference 7,786 - - 7,786
Membership dues and fees 4,816 535 535 5,351
Interest expense 1,186 132 132 1,318
Other 3,704 669 669 4,373
Total expenses
S 1,833,232 S 135,770 S 7 901 S 143,671 S 1,976,903
See accompanying notes to financial statements.
5
8
1 , 1
HAWAII CENTERS FOR INDEPENDENT 1.►VIPiG
Cash flows used in investing activities:
Purchase of fixed assets
Cash flows used in financing activities:
Repayment of capital lease obligations
Net decrease in cash
Cash at beginning of year
Cash at end of year
Supplemental cash flow information:
Interest paid
Statement of Cash Flows
For the Year Ended September 30, 1998
Cash flows from operating activities:
Changes in net assets
Adjustments to reconcile change in net assets to net cash
used by operating activities:
Depreciation and amortization
Loss on sale of investment
Prior period adjustment
Transfer of petty cash to HATTS
Contributed equipment
(Increase) decrease in assets:
Receivables
Other receivables
Prepaid expenses
Increase (decrease) in liabilities:
Accounts payable
Accrued payroll and payroll taxes
Accrued vacation
Deferred revenue
Net cash provided by operating activities
See accompanying notes to financial statements.
6
$ 42,009
7,268
(98,545)
(753)
165,215
79,380
(5,203)
8,074
$ (171,940)
(48,601)
(3,278)
(3,495)
106,625 248,696
76,756
(89,818)
(744)
(13,806)
371,421
$ 357.615
$ 1,318
•
•
HAW,._i CENTERS FOR INDEPENDENT LUNG
September 30, 1998
7
Notes to Financial Statements
Background and Organization
Hawaii Centers for Independent Living (Organization) is a nonprofit organization incorporated
in 1981, to establish, maintain and operate nonprofit community service centers relating to and
for the purpose of improving the physical, social and financial conditions of disabled individuals
in the State of Hawaii and to promote programs leading to 'economic self sufficiency and
independent living. The Organization also provides transportation and equipment to assist
disabled persons to live independently and function within the community.
1. Summary of Significant Accounting Policies
Basis of Presentation
The Organization reports information regarding its financial position and activities
according to the following classes of net assets:
Unrestricted net assets represents resources over which the Board of Directors has
discretionary control.
Temporarily restricted net assets result from contributions whose use is limited by donor
stipulations that either expire with passage of time or can be fulfilled and removed by
actions of the Organization pursuant to those stipulations.
Permanently restricted net assets result from contributions whose use is limited by
donor stipulations that do not expire.
Property and Equipment
Property and equipment are recorded at cost or fair market value at date of donation.
Leasehold improvements are amortized using the straight -line method over the lesser of
the lease term or the estimated useful lives of the assets. Depreciation is determined
using the straight -line method and the estimated useful lives of the assets ranging from
five to ten years.
Contributions and Support
All monetary contributions are recorded when received and considered to be available
for unrestricted use unless specifically restricted by the donor. Contributions and
support testricted by the donor are reported as an increase in unrestricted net assets if the
restriction expires in the reporting period in which the support is recognized. All other
donor - restricted contributions and support are reported as an increase in temporarily or
permanently restricted net assets, depending on the nature of the restriction. When the
restricted purpose is accomplished, temporarily restricted net assets are reclassified to
unrestricted net assets and reported in the statement of activities as net assets released
from restrictions.
•
11
HAWS. CENTERS FOR INDEPENDENT SING
1. Summary of Significant Accounting Policies, continued
Fund - Raising Events
Proceeds from fund- raising events are reported net of directly related costs incurred for
the event Direct costs are amounts expended for the fund-raising event, such as the
costs of green fees for the golf tournament. Other costs related to the event such as
printing, postage and prizes are recorded as fund - raising expenses.
Functional Classification of Expenses
Notes to Financial Statements
September 30, 1998
•
Expenses are categorized principally in terms of the Organization's individual program
activities or functions.
Use of Estimates
The preparation of financial statements in conformity with generally accepted
accounting principles requires management to make estimates and assumptions that
affect the reported amounts of assets and liabilities and disclosure of contingent assets
and liabilities at the date of the financial statements, and the revenue and expenses
during the stated period. Actual results could differ from management's estimates.
2. Sale of Investment
To further its goals, the Organization established Access Aloha, Inc., as a for profit,
wholly owned subsidiary, in 1991. The purpose of the corporation was to provide
consulting services to Hawaii businesses regarding access design features for individuals
with disabilities. In 1998, the Organization sold its 50% share of the Company's stock
to the remaining shareholder. The Organization recognized a loss of $7,268 on the sale.
3. Hawaii Assistive Technology Training and Services ( HATTS)
Effective April I, 1998, the Organization's HATTS program formed a separate
nonprofit corporation. All program property and equipment, (with a net book value of
$165,215), and unexpended government grants and contributions restricted for the
program were transferred to the new HATTS nonprofit organization. Government
assistance of $98,545 related to the HATTS program was recognized in error as support
prior to the 1998 fiscal year. An adjustment to the beginning temporarily restricted net
assets as of October 1, 1998, is reflected in the accompanying statement of activity and
changes in net assets to correct the error.
8
0
•
3. Hawaii Assistive Technology Training and Services (HATTS), continued
At September 30, 1998, $361,470 deposited in a bank savings account is to be used to
guarantee loans to disabled persons for the purchase of assistive devices, which was part
of the Organization's HATTS program. These funds are reported as a payable to the
new HATTS organization and are expected to be transferred once the required
documentation is processed.
4. Bank Line-of-Credit
The Organization has a $75,000 bank line -of -credit available for short-term working
capital needs. Borrowings are on 90-day notes, secured by accounts receivable, property
and equipment, leased assets, and deposit accounts. The entire line -of -credit was
available at September 30, 1998.
HAWw.. CENTERS FOR INDEPENDENT _LYING
Notes to Financial Statements
5. Note Payable
The Organization financed the acquisition of a telephone system. Monthly principal and
interest payments (at 15% per annum) are due until maturity in August, 2002. Minimum
future principal payments as of September 30, 1998, are as follows:
6. Endowment Fund
Year Ending
September 30
September 30, 1998
Amount
1999 $1,252
2000 1,4-46
2001 1,671
2002 1,759
Total
Less current portion
Long -term portion
A $100,000 endowment fund was established to provide independent living skill classes
for persons with disabilities. Income from endowment investments, with approval of the
donor, has been expended in accordance with provisions of the gift.
9
6,128
1
$4.876
7. Commitments
8. Pension Plan
9. Income Taxes
HA, CENTERS FOR INDEPENDE\ RIVING
Notes to Financial Statements
September 30, 1998
The Organization leases its administrative and program service offices for its Oahu and
Big Island, Hawaii locations under operating leases expiring in various years through
June 30, 2012. In addition to the monthly base rent,, a prorata portion of building
operating expenses and general excise taxes are payable. The program service offices
for the Kauai and Maui locations are rented on a month to month basis.
Minimum future rental payments under non - cancelable operating leases as of September
30, 1998, are:
Year Ending
September 30 Amount
1999 S 60278
2000 60,606
2001 56,026
2002 51,810
2003 59,211
Thereafter 577311
Total 5865,242
The Organization sponsors a non - contributory defined contribution pension plan that
covers substantially all of its employees. Contributions for the plan are based on 1% of
each participant's salary. Pension expense of 56,729 is included in payroll taxes and
other fringes in the accompanying statement of functional expenses.
Asa non -profit organization qualifying under Internal Revenue Code Section 501(c)(3),
the Organization is exempt from Federal and Hawaii income taxes and has been
determined not to be a private foundation within the meaning of Internal Revenue Code
Section 509(a).
10
e
10. Economic Dependency
•
H.AV;,-..I CENTERS FOR INDEPENDENT- SING
The Organization received approximately 86% of its 1998, support and revenue from
government assistance. A significant reduction in the level of this support, if this were
to occur, could have an adverse effect on the Organization's programs and activities. In
addition, the government contracts require the fulfillment of certain conditions as set
forth in the contractual agreements. Failure to fulfill the conditions could result in the
return of funds to the government.
11. Concentration of Credit Risk
The Organization places its cash with various financial institutions. Cash balances at
each institution are insured by the Federal Deposit Insurance Corporation up to
S100,000. At September 30, 1998, the Organization's bank statement balances that
exceeded the insured amount were $536,748. 5261,470 of the uninsured amount is
deposited in a financial institution that administers the loan program (See Note 3). The
Organization has not experienced any losses in such accounts and believes it is not
exposed to any significant credit risks on cash.
12. Restrictions on Net Assets
Notes to Financial Statements
September 30, 1998
Net assets were released from contributions by incurring expenses satisfying the
restricted purposes. Net assets of $45,091 from contributions released from restriction
in 1998, were for independent living programs. Temporarily restricted net assets of
$191,855 at September 30, 1998, are available for independent living program
expenditures.
11
Iii i
C Name of organization
HAWAII CENTERS FOR INDEPENDENT LIVING
D Employer Iden Illcatlon number
99- 0209054
Number and street (or P.O. box If mail Is not delivered to stmt address)
414 KUWILI
RoonVsuite
102
E State registration number
City, town, or post office. state, and 21Ps 4
HONOLULU HI 96817
F Check • Q If exemption
application is pending
Revenue
1
a
b
c
d
2
3
4
5
6 a
b
c
7
8 a
b
c
d
9
a
b
e
10 a
b
c
11
12
Contributions. gifts, grants, and simdar amounts received:
Direct public support
Indirect public support
Government contnbutions(grants)
Total (add lines 11 through 1c) (attach schedule of contnbutors)
(cash $ 1,757,441. noncash$ )
1a
152,493.
,i • +.as%4 f.� v3L.f
1,757,441.
lb
66,061.
is
1,538,887.
93)
Si
STMT 2
Program service revenue inducting government tees and
Membership dues and assessments
Interest on savings and temporary cash Investments
Dividends and interest from securities
Gross rents
Less: rental expenses
Net rental inconw or (loss) (subtract One fib from Fine 6a)
Other investment income (describe •
Gross amount from sale of assets other
than inventory
Less: cost or other basis and sales expenses
Gain or (loss) (attach schedule)
Net gain or (loss) (combine line 8C. columns (A) and (B))
Special events and activities (attach schedule)'
Gross revenue (not including S 11 , 575
contracts (from Part VII, fine
I
2
3
4
12,339.
5
Sc
fib
1
7
(A) Securities
(3) Other
reatigSAN
<7,268 .:
1 .1
8a
7,269 . 8b
<7,268. 8c
. of contributions
STMT
3
9,997.
54" Y4.,�.N
3,640.
reported onlaeta) 19a
Less: direct expenses other than fundraising expenses
Net income or (loss) from special events (subtract line 9b from line 9a) SEE
Gloss sates of inventory. less returns and allowances I
Less cost 0100005 sold If
Gross profit or (loss) from sales of inventory (attach schedule) (subtnd One 10b from
Other revenue (from Part VII, line 103)
Total revenue (add lines id ,2,3, and II) .....
90 I
6,357.
t 0a I
STATEMENT 4
iFMI
10c
10b
line 10a)
... .. .........._............
11
38,811.
12
1,804,963.
sasuad x3
13
1a
15
16
17
Program services (from Rae 44, column (B))
Management and general (from be 14, column (C))
Fundraising (from line 44, column (0))
Payments to affiliates (attach schedule)
Total expenses (add lines 16 and 44, column (A)) ................ ...... .
13
1,833,232.
14
135,770.
15
7,901 .
16
17
' 1,976,903.
Asse
18
19
20
21
Excess or (deficit for the year (subtract line 17 from One 12)
Net assets or fund balances at beginning of year (from line 73. column (A))
Other changes in net assets or fund balances (attach explanation) SEE STATEMENT
Net assets or fund balances at end of year (combine lines 18.19. and 201
5
111
. <171,940.%
19
773,031.
20
<98,545.=
21
502,546.
v
OA.vce'ea en tn>.,y
wt.nr Revalue Sena •
A For the 19
8 en.a It
Q cn np.
ol
Wows
D otal
Crai
. W m
,vn.naw
Mum
41
uaJdi•ui my:r JI Otl n11rna, nd.efSS 6101 (da cepl 0i4:. nrng ht ltuit Or
pr. .4 foundation) or tedton 4941(11(1) nonexempt char liable _.st
xi. it
Note: the organization may have to use a copy ' of Nb to satisfy stale reporting nments.
tax year pedog b.olnn)no , •' 10/ ::1 ; • . ,1997, and ending .. • • • •
1V 1 iv
Thh Form h Open
to Public inspection
9 30 ,
�eea.
G Type of o
Note: Section 501(c)(3) exempt organizations and 4947(a)(1) nonexempt charitable trusts MUST attach a completed Schedule A (Form 990).
QYes CE1No I It either box In K Is die In Ft is decked Nes:enter four -digit group
exemption number (GE ray
! Accounting method' Cash L^ ) Accrual
•
Q
8 (a) Is this a group return Ned for affiliates?
(b) N Yes' enter the number of affiliates for which this
return is filed:
•
(e) b lure • wean Mum bail .n a wa.
by y.na.adn own/ al • awe nay? Yes No Other (specify)
K Check here • Qd the organization's gross receipts are normally not more than $25,000. The organization need not file a return with the IRS: but
if d received a Form 990 Package In the mad, It should file a return without financial data Some slates require a complete m.
Note: Form 990 -EZ may be used by organizations with gross receipts less than $100 000 and total assets less than 5250,000 at end of year
Part 1 R evenue, Expe nses, and Chances In Net Assets or Fund Balances
HA For Paperwork Reduction Act Notice, see page 1 of the separate Instructions.
aoor 1
12 WI
Form 990 (1997)
Co not Include amounts reported on line
64 8b 9b 10b or 16 of Part I.
� ,
Program Service
es
tap ens
�, �C bedt is es
W
I,I 44 wO eW 71..111
Tnb put motors b others l
(A) Total
(5) Program
services
(C) Management
and cenent
SEE STATEMENT 8
(0) Fundraising
Grants and allocations (attach Schedule)
caa a „,,,,.„1165,215.
22
165,215.
165,215.
•;- .' ;;
`" c,
STATEMENT '
7� ;'s
, y ,
3s +�
, R: >•, t ¢ j
k� We;.a�t.2�i:i
,i ` •'....;...'M`2 >•':
0,
3 specific assistance to individuals (attach schedule)
)
I Benefits paid to or for members (attach schedule)
5 Compensationot officers, directors. etc
i Other salaries and wages
7 Pension ptancontnbutions
3 Other employee benefits ....
1 Payrolltaxes
7 Professional fundraising fees
I AccounUng fees
' Legal fees
I Supplies
Telephone ,,,, ,,,
i Postage and shipping
i Occupancy
' Equipment rental and maintenance „...,
I Pnnbng and publications ............... ...
Travel , ,,. .... ...
Conferences. conventions. and meetings
Interest ..
Deprecation. depletion. etc (attach schedule) ..
Other expenses (demise)
a
23
(Grants and allocations S
3 4 695.
r
34 695.'STATEMENT$10
r
. e� H L.:
esG ;r) "7
.7.. ' .<( .,d..th' :!',.ur'
4,446.
24
23
44,462.
40,016.
26
(Grants and allocations S
835,305.
751,981.
83,324.
27
6,729.
6,056.
673.
(Grants and allocations S
1
28
90,871.
81,783.
9,088.
29
107,089.
96,381.
10,708.
Other program services (attach schedulel _
(Grants and allocations S
11
30
31
16,752.
11,594.
5,158.
32
33
37,999.
28,798.
3,200.
6,001.
34
52,996.
47,696.
5,300.
35
12,594.
11, 335.
1, 2 5 9 .
35
114,739.
109,002.
5,737.
37
22,217.
19,995.
2,222.
38
26,777.
26,577.
200.
39 1
62,488.
6 2, 4 8 8.
401
7,786.
7,786.
41
1 , 318.
1-,186.
132 .
42
42,009.
39,909.
2,100.
43a
o
43b
-
43c
s
430
e SEE STATEMENT 6
43e
294,862.
290,739.
2,423.
1,700.
Tod tuncncnw apw'sa iCa M 77 Nag Cl
O.van a.00m oo.roneenp war.'. arr•cos awry e•• '.
bd.b.n..ts.,s .. ......
lie
1,976,903.
1,833,232.
135,770.
,9
at Is the organlvtlon's pnrnarg exempt purpose' 1 SEE STATEMENT 7
Program Service
es
tap ens
�, �C bedt is es
W
I,I 44 wO eW 71..111
Tnb put motors b others l
niraxvon. must o.ecn be than and purpose 1 .rs a I ass MCI rr nrwr ebb ma e n. nnr d a.o' ....a ..wd..c Cdwu
ran el Mat WI 601 y .AbN (5C 5C1lCC) vV ( OIVrII•pon. 100 49 7(01) MM. owl inn Laois Ousel '1Val SC rats re arrvunl or nets and
_.ton. It Car. 1
SEE STATEMENT 8
1,833,232.
(Grants and allocations S
}
(Grants and allocations S
)
(Grants and allocations S
1
(Grants and allocations S
1
Other program services (attach schedulel _
(Grants and allocations S
11
e
Part II I ci r . , n i„nai
a) u, _,mntlons and secbp 4947(a((t) nonexempt tha rdaple truss. out op tional for others
odrting of Joint Costs. • Old you report in column (8) (Program services) any joint costs from a combined educational campaign and
dnising solicitation?
(es' enter (I) the aggregate amount of these joint costs S ; (u) the amount allocated to Program services S
the amount allocated to Management and general S : and M1 the amount alloated to Fundraising S
Statement of Program Service Accomplishments
■ Yes
® No
Total of Program Service Expenses Isnould edual line 44 column ail, Program services)
2
1,833,232.
ate: Where required, attached schedules and amounts within the description column should be
' for end•otytar amounts only.
(A)
Beginning of year
(
End of year
CIPSCkf
45 Cash - non - interest - bearing
46 Savings and temporary cash investments
47 a Accounts receivable
b Less. allowance for doubtful accounts
48 a Pledges receivable
b Less. allowance for doubtful accounts
49 Grants receivable
50 Receivables from officers, directors, trustees, and key
schedule)
51 a Other notes and loans receivable 151a
0 Less allowance for doubtful accounts
52 Inventones for sale or use
53 Prepaid expenses and deferred charges
54 Investments • secrn0es (attach schedule) STMT
55 a Investments • land. buildings, and
equipment: basis
b Less accumulated deprecation (attach
schedule)
56 Investments • other
57 1 Land. buedtngs, and equipment basis
b Less accumulated depreciation STMT 12
58 Otner assets (descnbe • SEE
47i
6,532.
28,260.
45
30,092.
791,009.
46
427,523.
1,330.
L Z'
47c
6,532.
47b
48a
'? a
48c
13b
mployees
(attach
...
I
165,238.
49
85,858.
50
51c
I 61b
{I
5 4
11
52
26,087.
53
18,013.
7,268.
5+
0
::....
55c
55b
571
1 586,451.
56
225,734.
57c
168,534.
57b
417,917.
STATEMENT 13 )
59,452.
5e
361,470.
59 Total assets fadd Ones 45 through 581(must equal kne 74) _
1,304,378.
sg
1,098,022.
60 Accounts payable and accrued expenses
61 Grants payable
62 Deterred revenue
63 Loans from officers. directors, trustees, and key employees _. .... .._
64 a Tax-exempt bond Babddies ...
b Mortgages and other notes payable
65 Other habdrbes 10. DUE TO HATTS )
176,627.
60
121,253.
61
62
106,625.
63
64 a
6,872.
64b
6,128.
347,848.
65
361,470.
66 Total liabilItIes (add lInes 60 through 65)
531,347.
66
595,476.
Organizations that follow SFAS 117, check here ► DA and complete Ones 67 through
69 and lines 73 and 74
Unrestncted
58 Temporanlyrestrxaed
69 Pernunenttyrestricteo.........
Organizations that do not follow SFAS 117, check here ► O and complete lines
70 through 74
70 Capital stock, trust principal, or current funds ..
71 P vd -n or capnal surplus, or land, budding, and equipment tuna
72 Retained earnings, endowment, accumulated income, or other funds .. ..... „ ..
73 Total net assets or fund balances (ado lines 67 through 69 OR lines 70 through 72:
column (A) must equal line 19 and column (B) must equal One 21)
74 Total liabilities and net assets / fund balances (add lines 66 and 73)
524,695.
`•. "'
67
366,500.
148,336.1 68 I 36,046.
100,000.1 69
100,000.
70
71
n
773,031.
5 02 , 5 4 6 .
1,304,378.
74
1,098,022.
Q
Part IV I Balance Sheets
Form 990 is available tar public inspection and, for same people, terns as the pnmary or sale source of intonation about a particular organization, How the pubic
ceives an organization in such cases may be determined by the Information presented on its return Therefore, please make sure th return is complete and accurate
fully describes, in Part III, the organization's programs and accomplishments.
a Total revenue, gains, and other support
per audited financial statements
b Amounts included on line a but not on
One 12, Form 990:
(1) Net unrealised gains
on investments $
'
a 'Total expenses and losses
- /audited financial statements
per
tine a but not on
S
9 3 .
1,976,903.
:
; % ' 18.4.
�44JE� a ‘ M1��i 'idl^ 4Y
0 Amounts Included on
One 17, Form 990:
(1) Donated services
and use of facilities
(2) Prior year adjustments
reported on line 20.
Form 990
(3) Losses reported on
: One 20, Form 990
(4) Other (specify):
l SiSt,+a1'�Sil si witty ?:�ltx�39I
%v�ak ` a it Sz. . 'z. .
` D c " te ri d i ,
�� re � ZP
S
(2) Donated services
and use of facilities
$
(3) Recoveries of prior
year grants $
$
(4) Other (specify):
$
$
Add amounts on lines (1) through (4) ■
c line a minus line Is ►
d Amounts Included on line 12, Form
990 but not an line a
(1) Investment expenses
not included on
One 6O, Form 990 $
b
Add amounts on lines
c Line a minuslineb
d Amounts Included on
990 Out not on line a: sw':";'.t
(1) Investment expenses
not included on
tine 613. Form 990
(2) Other(specify):
(1) through (4) •
►
line 17, Form
5
b
c
1, 804,963 3
. �t #x;
s:, �" ...
w*' �t v.yo1
1 av 1 T.`
LLilts * }; ,..:
zs a s
e
1,976,903.
�5 ';�aif
2 4,
R'3�0.J
s
.; - 1 . {,..1
. 'r a r 'e in t
•, :s•t >,
(2) Other (specify).
Add amounts on Wes (1) and (2) ►
e Total revenue per line 12. Form 990
(linec plus line ►
d
Add amounts on lines (1) and (2) ■
e Total expenses per line 17, Form 990
(line c plus lint 0) ►
d
e
-
1,804,963.
a
1,976,903.
Part V 1 List of Officers, Directors, Trustees, and Key Employees (ust ucf one even d not compensated )
(A) Name and address
(9) Title and avenge hours
per week devoted to
position
(C) Compensation
f not p enter
)
(D l,'O�'t' cinew.m i.b
' '
ornrseaw•
(E) Expense
account and
other allowances
44,462.
445.
0.
;EE STATEMENT 14
a
Financial Statements per
Return ?"
ran 1V43) Heco o1 Expenses
..Financial catements With Expenses per
=v' Return
hid any omcer, director, trustee. or key employee receive aggregate compensation of more than 5100.000 from your organization and an related
ordamntmns of •,mcn mc'• titan S'0 000 was dro'nded by the r.latee ordain: frcmn if vn; " r-acn s-. " . • < ' • / !_ 1 ins nn y.
•
Dd the organ00on engage M any activity not V••v?usty reported tome IRS? It Yes; Attach a detailed description of each activity
Were any changes made hi the o rganizing or govemtng Ao tin nb but not reported to the IRS?
tt Nes' attach a conformed C
opy o1 the chmpes.
a Oki the organization have unrelated business gross income of $1,000 or more during the year covered by
D 11 Yes' has it feed a tax return on Form 990•1' for this year?
Was there a liquidation, dissolution, termination, or substantial contraction during the year?
If Yes' attach a statement
a Is the organization rotated (other than by association with a statewide or nationwide organization) through
governing badies, trustees, officers, etc., to any other exempt or nonexempt organization?
D It Yes' inter the name of the organization ■ S
and check whether it is
a Enter the amount of political expenditures direct or Indirect. as described In the
Instructions for line 81
0 Did the organization file Form 1120•POL for this year?
a Did the organization receive donated services or the use of materials, equipment. or facilities at no charge or at substantially less than
fair rental value?
ti II Yes' you may Indicate the value of these items here. Do not Include this amount as revenue in Part I or as an
expense In Part II. (See kistructions for reporting In Part III) 1 820
a Did the organization comply with the public inspection requirements for returns and exemption applications?
0 Did the organization comply with the disclosure requirements relating to quid pro quo contributions?
a Did the organization solicit any contnbutions or gists that were not tax deductible?
If Yes' did the organization include with every solkdaton an express statement that such contnbutions or
tax deductible?
50%(c)(4). (5), or (6) organizations. • a Were substantially all dues nondeductible by members?
a Da the organization mute only In-house lobbying expenditures of $2,000 or less?
it 'Yes' was answered to ether Ma or 85D. do not complete 85c through 85h below unless the orgammn
owed for the prior year.
: Dues. assessments. and similar amounts from members
1 Section 162(e) lobbying and poWcat expenditures
s Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices
Taxable amount of lobbying and political expenditures (line 85d less 85e)
Does the organization elect to pay the section 6033(e) In on the amount in 851
if section 6033(e)(1XA) dues notice were sent, does the organization agree to add the amount in 851 to its
allocable to nondeductible lobbying and political expenditures for the following tax year?
501(c)(7) organizations. • Enter.
Initiation tees and capital contributions included on line 12 85a N/A
Gross receipts. Included on One 12, for public use of club balitles 86b N/A
501(c)(12) organizations. • Enter. a Gross Income from members or shareholders 87a N/A
Gross income from other sources. (Do not net amounts due or paid to other sources
against amounts due or received from them.)
At any time during the year, did the organization own a 50% or greater Interest In a taxable corporation or partnership?
If Yes,• complete Part IX
501(c)(3) organizations • Enter Amount of tax Imposed during the year under
section 49i t ► 0 .: section 4912 ► 0 • : section 4955 ►
50t(c)(3) and 501(c)(4) organizations. • Did the organization engage In any section 4958 excess benefit
transaction during the year? I1 Yes' attach a statement explaining each tnnsactlon
Enter: Amount of tax imposed on the organization managers or disqualified persons during the year under
sections 1912, 1955, and 1958 ►
Enter: Amount of tax in 89c, above, reimbursed by the organization •
List the states with which a copy of this return (stied • NONE
Number of employees employed In the pay period that Includes March 12. 1997 1 900 I 46
The books are in care of • MARK OBATAKE
Located at► 414 KUWILI ST., SUITE 102, HONOLULU, HI
5
is return?
N/A
common membership,
EE STATEMENT 15
gifts were not
Mc
650
Me
851
87D
exempt OR
nonexempt.
N/A
N/A
N/A
N/A
n received a waiver for prory tax
N/A
0.
N/A
N/A
N/A
N/A
reason ble estimate of dues
N/A
N/A
0 .
77
78a
78b
79
80a
81b
is`&
82a
83a
83b
84a
Bob
Ma
BSb
cizzi
85q
85h
890
X
X
TIP +4 • 96817
Section 4947(a)(1) nonexempt charitable trusts filing Form 9901n lieu of Form 1041.- Check here P. C
and enter the amount of tax -exempt interest received or accrued during the tax year ... ► I 92 I 0 .
X
X
X
X
0.
0.
Telephone no. ► (808 ) 5 2 2 -5 416
oss amounts unless 091erwlie U
Unrelated busmen income E
E,nW.0 In.epon 512, eq, or eu (
(E)
(A) (
( �
� ���
(0) R
Mediare/MediUW payments ,. .
Fees and contracts from government agencies
mbership dues and assessments
Brest on savings and temporary
;h investments 1
14 1
12,339.
-.
Part VI II Helatfonship of Activities to the Accomplishment of Exempt Purposes
Line No. Explain how each actnnty for which income a reported in column (E) of Part VII contnbuted importantly to the accomplishment at the organuuon's
• exempt purposes (other than by providing funds for such purposes).
103A ADDITIONAL REVENUE EARNED FROM THE ORGANIZATION'S ACTIVITIES ARE USED
103B WO ASSIST WITH THE NEEDS OF DISABLED INDIVIDUALS BY PROMOTING PROGRAMS
LEADING TO INDEPENDENT LIVING.
•
Name, address, and employer Identification Percentage of Nature of business activities Total income End-of -year
number of corporation or partnership ownership Interest assets
ACCESS ALOHA TRAVEL, %(TRAVEL SVCS FOR THE
INC. 414 KUWILI #101! %bISABLED -
iONOLULU, HI 96817 %
3IN:99- 0290977 50.00% % <1,616.> <5,296.:
Linda 0.natP 01 p.nury, I d.CIWyan.4n.v. twnned MI. mum, Incudmp accorrcanymg 1CnpUIR and slatemanr, Nd to Mo 04,101 my 1 00nwt 400 IMO 0004 Of Mind p % • -. plan OMCV1 I. bond On 01 Inb MI
m.ppn of WniCn propos nos wry kn4ag. .egNbp and ��• II I• N•
lease / /�/ ,/
;ere 0' . ! � _ ' ne I 1 0 1 4 / /
91 , / Mark 1, Oba fake & cgti k c Ay
' ere Signature o car \
Dot / Type or print name and title
Preparers / / /// '/ i ` Ddle G neCM if p+or.r. 55N
Dm slgnalure �� X` en.
ed ► fl 575 '46 . 1315
:eearers Ffrm'sname(oryours WIKOFF, COMBS & CO., CPAS / EIN ■ 99 0246411
se Only IIselfemployed) '9 00 FORT STREET MALL, SUITE 1040
and address HONOLUT.U. HT n_ n, -, -,n, ,
1 Part
Enter or
Mdlcate
93 Pry
(a
(bl
(cl
(d
(a)
(0
(91
94 M
95 Int
a'.
96 Dn
97 Ne
(a)
(0)
98 Ne
99
100 Ga
ot
101 Ne
102 Gr
103 CA
a
b
c
d
e
0
104 Su
in g Activities
105 TOTAL (add line 101, columns (8), (0), and (E)) •
Note: (Line 105 plus Line Id. Part I. should equal the amount on line 12. P n I.)
part IX ( Information Regarding Taxable Subsidiaries ( Cam p rete this Part I f the Yes•poxon881scheck
•
47,522.
N
•
Name, address, and employer Identification Percentage of Nature of business activities Total income End-of -year
number of corporation or partnership ownership Interest assets
ACCESS ALOHA TRAVEL, %(TRAVEL SVCS FOR THE
INC. 414 KUWILI #101! %bISABLED -
iONOLULU, HI 96817 %
3IN:99- 0290977 50.00% % <1,616.> <5,296.:
Linda 0.natP 01 p.nury, I d.CIWyan.4n.v. twnned MI. mum, Incudmp accorrcanymg 1CnpUIR and slatemanr, Nd to Mo 04,101 my 1 00nwt 400 IMO 0004 Of Mind p % • -. plan OMCV1 I. bond On 01 Inb MI
m.ppn of WniCn propos nos wry kn4ag. .egNbp and ��• II I• N•
lease / /�/ ,/
;ere 0' . ! � _ ' ne I 1 0 1 4 / /
91 , / Mark 1, Oba fake & cgti k c Ay
' ere Signature o car \
Dot / Type or print name and title
Preparers / / /// '/ i ` Ddle G neCM if p+or.r. 55N
Dm slgnalure �� X` en.
ed ► fl 575 '46 . 1315
:eearers Ffrm'sname(oryours WIKOFF, COMBS & CO., CPAS / EIN ■ 99 0246411
se Only IIselfemployed) '9 00 FORT STREET MALL, SUITE 1040
and address HONOLUT.U. HT n_ n, -, -,n, ,
1 Part
Enter or
Mdlcate
93 Pry
(a
(bl
(cl
(d
(a)
(0
(91
94 M
95 Int
a'.
96 Dn
97 Ne
(a)
(0)
98 Ne
99
100 Ga
ot
101 Ne
102 Gr
103 CA
a
b
c
d
e
0
104 Su
in g Activities
105 TOTAL (add line 101, columns (8), (0), and (E)) •
Note: (Line 105 plus Line Id. Part I. should equal the amount on line 12. P n I.)
part IX ( Information Regarding Taxable Subsidiaries ( Cam p rete this Part I f the Yes•poxon881scheck
•
47,522.
N
1 Part
Enter or
Mdlcate
93 Pry
(a
(bl
(cl
(d
(a)
(0
(91
94 M
95 Int
a'.
96 Dn
97 Ne
(a)
(0)
98 Ne
99
100 Ga
ot
101 Ne
102 Gr
103 CA
a
b
c
d
e
0
104 Su
in g Activities
105 TOTAL (add line 101, columns (8), (0), and (E)) •
Note: (Line 105 plus Line Id. Part I. should equal the amount on line 12. P n I.)
part IX ( Information Regarding Taxable Subsidiaries ( Cam p rete this Part I f the Yes•poxon881scheck
•
47,522.
N
(a) Name and address of each employee paid
more than $50,000
(b) Tina and average hours
per week devoted to
position
(c) Compensation
to 7 benmovom. m
uon
wnorelowances
(e) Expense
account and olhei
al
LONE
(b) Type of service
(c) Compensation
ONE
oaf number of other employees paid
vet 550.000 .. ... ..
`' 1
' '.
n 4
�' i s
5 � ;�.
i:vfitag ..
irli;.2
l a ,: •' ' -
r`, � 't:
. 1
<:
(See Instructions.)
(USI each one (wiener Inavlduats or mmn.) In mere are none. enter Rohe II
(a) Name and address of each independent contactor paid more than 150.000
(b) Type of service
(c) Compensation
ONE
131 number of others receiving over
0000 for professional services
.. ►
0
�.,
a.
::� 1„
t. Sx `f:th�xs
* j�,.
',pN ± *
iy : c "?'i `��` \,k
ri N . ' :�T k
-
F
e
ir^ y JV )
0
).sty t ce the Thrum
ngmr Anima Service
•
0
(Except Prtvi. mutation), and Section 501(e), 501(t). 501(k). 501(n) or .,Ion 4947 (a)( 1 )
4.' `; ..•,r:,,NonextmptCharltableTent •
"
:i: Supplementary information '• - •'
*mud be completed by (vie ibare organizations Ind attached to these Form 990 (or Form 990U).
lame of the organization Employer Identification number
HAWAII CENTERS FOR INDEPENDENT LIVING 99 0209054
peg I 1 Compensation of the Five Highest Paid Employees Other Than Off cars, Directors, and Trustees
(S In (tit each one n there are none, enter 'None.
Part III Compensation of the Five Highest Paid Independent Contractors for Professional Services
A For Paperwork Reduction Act Notice, tee page 1 of the Instructions to Form 990 (or Farm 990•EZ)
nor
7
1997
Schedule A (Form 990)1997
1
2a
2b
2c
2d
2e
Part III J Statement About Activit
I
•
•
During the year, has the organization attempted to influence national, state, or local Ieghlatlon. including any attempt to Influence public
opinion on a leglslattve matter or nfenndum? • '
N Yes' enter the total expenses paid or Incurred In connection with the lobbying activites. ► S
Organizations that made an election under section 501(h) by filing Form 5768 must complete Part VI-A. Other
organizations checking 'Yes,' must complete Part Vl -8 AND attach a statement giving a detailed description of
the lobbying activities.
2 During the year, has the oganization, either direly or Indirectly, engaged In any of the following acts with any of its Trustees, directors,
officers. creators, key employees, or members of their families, or with any taxable organization with which any such person Is
affiliated as an officer,dlrectos,trustee, majority owner, or principal beneficiary:
a Sale, exchange, or leasing of property?
0 Lending of money or other extension of credit?
c Furnishing of goods, services, or facilities?
it Payment of compensation (or payment or reimbursement of expenses It more than 51,000)?
e Transfer of any part of its income or assets?
If the answer to any question is 'Yes.' attach a detailed statement explaining the transactions.
3 Does the organization make grants for scholarships. fellowships, student loans, etc.?
4 Attach a statement explaining how the organization determines that individuals or organizations receiving grants or loans from A in
furtherance of As charitable programs quality to receive payments. (See instructions
I Part It/ Reason for Non - Private Foundation Status (See instructions )
The organization is not a mate foundation because d is (please check only ONE applicable box):
5
5
7
6
9
12
13 O An organization that is not controlled by any disqualified persons (other than foundation managers) and supports organizations descnbed n.
(1 { lines 5 through 12 above or (2) section 50t(c)(4), (5), or (6),11 they meet the test of section 509(a)f2). (See section 509ia)(11)
Provide the following information about the supported organizations (See instructions on page 4.)
'23111
2.12 01
A church, convention of churches, or association of churches. Section 170(b)(1)(A)(i)
A school. Section 170(b)(1 XA)(6). (Also complete Part V. page 4.)
A hospital or a cooperative hospital service organizution. Section 17 0(b)(l)A)(i ).
A Federal, state, or local government or governmental unit Section 170(b)(10)(v).
A medical research organization operated in conjunction with a hospital. Section 170(b)(1)(A)(ini) Enter the hasp ilars name. city,
and state Ili
An organization operated for the benefit of a college or university owned or operated by a governmental unit. Section t70(b)(1)(A)(n).
(Also complete the Support Schedule In Part N-k)
An organization that normally receives a substantial part of its support from a governmental unit or tom the general public.
Section 170(b)(1)(A)(vi). (Also complete the Support Schedule In Part N -A.)
A community trust Section 170(b)(t)(A)(vi). (Also complete the Support Schedule In Part N-k)
An organization that normal?' receives: (1) more than 13 1/3% of its support from contnbutions. membership tees, and gross
receipts from activities related to its charitable, etc., functions • subject to certain exceptions. and (2) no more than 13 1/3% of
As support from gross investment income and unrelated business taxable Income (less section 511 tax) from businesses acquired
by the organization after June 30, 1975 See section 509(a)(2). (Also complete the Support Schedule In Part N -A.)
(a) Name(s) of Supported oroanizatiOn(s)
14 J An organization organized and operated to test for public safely Section 509(a)( (See Instructions on page 4.1
8
Yes No
(b) Line number
from above
X
X
X
X
Calendar 011 (ter 'local you ►
(a) 1996 t4
' (b) 1995 ,:.
>Qc'(c) 1994
(6) 1993
(e) Total
16
am, give s d mllmwef Refl.
not
leo211 Oi e Oe"nD'
, Y„.. .w••
2,215,718.
,
2,047,253.
• 4::,
2;084,738.
1,814,068.
8,161,777.
15
Membership fees received
17
Gross receipts from admissions,
merchandise sold or services
performed, or furnishing of facilities
In any activity that is not a business
unrelated to the organtation's
charitable, etc., purpose
99,647.
32,842.
32,072.
68,987.
233, 548.
18
Gross income from interest,
dividends, amounts received from
payments on securities loans (Sec-
tion 512(a)(5)), rents, royalties, and
unrelated business Lamas Income
(less section 511 tans) from
businesses acquired by the
organization after June 30.1975
10,495.
v
5,973.
5,093.
4,900.
26,461.
19
Net Income from unreated business
activities not Included ln tine 18 ,.
20
Ts. I4..•d be WO
me.r, ogrvsmn'e
tonal and sa1Y pod b 4 or elaeasd
en ib trawl
21
Tae value of services or facilities
furnished to the organization by a
governmental and without charge.
Do not include the value of semces
or aceeies generally furnished to
the public without charge ..
22
Pow "corm Orr •CormsDonot
m Don °0°'n mato
e ve
mama
4,033.
6,367.
SEE STATEMENT 16
10,400.
23
Tout of lines 15 through 22 ....
2,329,893.
2,092,435.
:2,121,903. 1,88 55.
8,432,186.
24
Line 23 minus line 17 ...........
2,230,246.
2,059,593.
2,089,831.
1,81 68.
8,198,638.
25
Enter 1% of line 23
23,299.
20,924.
' 21,219.
10,080.
xa,r:tg:
25
b
c
d
e
I
Organizations described M Win 10
( open to public
Attach a list which is net
governmental and or publicly supported
in line 26a Enter the sum of a these
Total support tor section 509(a)(1) test:
Add Amounts from column (e) for lines:
Public support (line 26c minus line 26d
Public support percentage (line 26e
or 11: a Enter 2% of amount in column (e), One 24 ►
inspection) showing the name of and amount contributed by each person (other than
organization) whose total gifts for 1993 through 1996 minded the amount show
excess amounts ■
Enter line24 : column (e) ■
15 26,461. 19
26a
163,973.
y Y
J[��f �
♦"'> Z M1
"' > . _`
L, _ra''r!; �,:
..I` (
a"% � >e' F �' .c�.t
0
2k
8,198,638.
1
�:� N
EbT.. ,"s, ;;;`¢)!A ' ',;,,, ;
36,861.
22 10,400. 25b •
total) ►
(numerator) divided by line 2k (denominator)) . ...... •
26e
8,161,777.
261
99.5504%
' Organizations described on line 12: a For amounts Included in Ones 15.16, and 17 that were received from a 'disqualified person' attach a list to snow the name
of. and total amounts received in each year from each 'disqualified person: Enter the sum of such amounts for each year. N/A
(1996) (1995) (1994) (1993)
b For any amount included in line 17 that was received from a nondisqualdled person, attach a fist to show the name of. and amount received for each year.
that was more than the largerot tome amount on line 25 for the year or (2) 55.000. (Include in the list organizations described in lines 5 through 11, as well as
individuals.) After computing the difference between the amount received and the larger amount decribed in (1) or (2). enter the sum of these ddferences (the
excess amounts) for each year N/A
(1996) (1995) (1994) (1993)
c Add. Amounts from column (e) for Ones:
17 20 21
d Add tine 27a total and line 27b total
e Public support (line 27c. total minus line 27d total)
Total support for section 509(7)(2) test: Enter amount on tine 23, column (e) ■ I 271 I $ N/A
g Public support percentage pine 27e (numerator) divided by line 27f, (denominator))
n Investment Income percentage (line 18 column (e) (numerator) divided by line 27f (denominator))
Unusual Grants: For an organization described In fine 10,11, or 12, that received any unusual grants during 1993 through 1996, ttach list (which is not open to
public inspection) for each year snowing the name of the contnbuiOr, the date and amount of the grant, and a brief description of the nature of the grant. Do not include
these grants in One 15. (See instructions) NnMF
9 . o'
r 'e
/� 61 ..
..1'n111YJ UI J1:CU1.11LJl.
Note: You fray use the worksn. . hie stmctlo for convening from the accrual to the cats _ ethod of accountin
15
9
16
27d
27e
27h
■ 27c
►
►
N/A
N/A
N/A
■ 27e N/A %
N/A %
0i 4.
w
(To be completed ONLY by schools that checked the box on line 6 in Part
M
32a
33b
33:
341
Yes
29
I' a,: act-
30
31
320
32c
32d1
33d
33e
331
334
33h
ti
34b 1
Does the organization have a racially nondiscriminatory policy toward students by statement In Its charter,byaws, other governing
Instrument, or in a resolution of Its governing body?
Does the organization Include a statement of its racially nondiscriminatory policy toward students In all Its brochures, catalogues,
and other written communications with the public dealing with student admissions, programs, and schoarships?
Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during the period of
solicitation for students, or during the registration period if it has no solicitation program, In a way that makes the policy known
to all parts of the general community it serves?
tt Yes' please describe; II 'No,' please explain. (If you need more space, attach a separate statement.)
Does the organization maintain the following:
a Records indicating the racial composition of the student body, faculty, and administrative staff?
0 Records documenting that scholarships and other financial assistance are awarded on a racially
nondiscriminatory basis?
c Copies of all catalogues, brochures. announcements, and other wntten communications to the public dealing with student
admissions. programs, and scholarships?
d Copies of an material used by the organization or on its behalf to solicit contnbutions?
If you answered No' to any of the above, please explain. (If you need more space, attach a separate statement.)
Does the organization discriminate by race in any way with respect to:
a Students' rights or privileges?
b Admissions policies?
c Employment of faculty or administrative staff?
d Scholarships or other financial assistance?
e Educational policies?
I Use of facilities?
g Athletic programs?
n Other enncurncuar aninties?
It you answered 'Yes' to any of the above, please explain. (If you need more space, attach a separate statement.)
a Does the organization manna any financial aid or assistance horn a governmental agency?
Has the organization's right to such aid ever been revoked or suspended?
It you answered 'Yes' to caner 34a or o, please explain using an attached statement.
Does the organization certify that it has complied with the applicable requirements of sections 1 01 through 4.05 of Rev. Proc. 75 -50,
1975.2 C B 587, covering racial nondiscrimination? If 'No'atach an explanation
10
1 c 'r . 1 7 ,
r
•
N/A
No
to
Limits on Lobbying Expenditures
(The term 'expenditures' means amounts paid or Incurred)
(a)
1997
(
Affiliated group totals
To be Completed for ALL
electing organizations
_
5 Total lobbying expenditures to influence public opinion (grassroots lobbying)
7 Total lobbying expenditures to Influence a legislative body (direct lobbying)
8 Total lobbying expenditures (add lines 36 and 37)
9 Other exempt purpose expenditures
3 Total exempt purpose expend (add tines 38 and 39)
1 Lobbying nontaxable amount- Enter the amount from the following table •
lithe amount on line 40 is - The lobbying nontaxable amount Is -
Not oar $303000 do %$tile mount on UM a0
Ono 1'130,000 eN rot WOW $1,00 0% $loo plus 17 % of trr �. over 1100000
O. $1.033000 out not mot $1,503000 $171,000 par. 10%01 0% wawa a.r 11,000000
1 000 030 e% o f w. nun it,to,0%
Oar 11,500.000 CM not avr 7.000. $a25, (M
o.rs COO .CO3 st.om.000...;.
2 Grassroots nontuable amount (enter 25% of line 41)
3 Subtract line 42 from line 36. Enter -0- if tine 42 4 more than line 36
a Subtract line II from the 38. Enter -0 -d une 41 is more than line 38
Caul Ion: If there is an amount on either brie 43 or e'ne 44, you trust file Form 4720.
38
N/A
37
38
i Lobbying ceding amount
mount
050% of one 45(01) ...
^
c- ,� t
Y :r �S : j y Y ` �'
:2�
, :...:, a.. �41*rlt.
39
. s it ,,ys F^ 4 3S
,..:> >4 r ;.lS;,.:: .,
6i L `!!'�
: f:4 <
i
� x $${{ . .,.
CJ�..et:F�
' '» �'`
49
7 Total lobbying
expenditures .... ....
Fn:t
ra m"z'� '' `
( M
`
.18�..'S':. .i^^ aL�.•...fi:4.!b+t:d...•
"�
•
" �.nb....y.
":3.: 'a."-::3>E:.:l
eb
'd)
° '
42
t j •�: t' • . �L p'..
� �'' M� `h��7
.3:t:us
' ^u;' F '�`' 1 .+1``Y�I,
a A
........ :^ ^....;"..:.w'i'..
43
0 '
44
°= '%. ".: �:,C'; "r "
'i "' �: ? ,
• ➢tw;h'
Y. ;� \rMp,'
;�i:.. , x�'x:\:xr't��
, � ' w: 4 3:s. .Z
:: ^= ' =" `° '
•' ^-
atendar year (or
;cal year beginning in) be
(a)
1997
ID)
1996
lc)
1995
(d)
1994
10)
Total
1 Lobbying nontaxable
amount ..
0
i Lobbying ceding amount
mount
050% of one 45(01) ...
^
c- ,� t
Y :r �S : j y Y ` �'
:2�
, :...:, a.. �41*rlt.
1y t } \>n.
;t, j
Tryyy.. y . ) , t Y 1.
7S; fr.d'w Y.. c
. s it ,,ys F^ 4 3S
,..:> >4 r ;.lS;,.:: .,
6i L `!!'�
: f:4 <
i
� x $${{ . .,.
CJ�..et:F�
' '» �'`
O .
7 Total lobbying
expenditures .... ....
O.
1 Grassroots nontaxable
amount _ . ...
0 '
I Grassroots ceding mount
9
°= '%. ".: �:,C'; "r "
'i "' �: ? ,
• ➢tw;h'
Y. ;� \rMp,'
;�i:.. , x�'x:\:xr't��
, � ' w: 4 3:s. .Z
� :Fe`D. s;'o'a', e•..: <.
v d : � ' : : f, ' . : .. 3ni�.S . :�
(1505 at lane 43U!)
��- :5 -,. .. a<- v�,w
.�:'" s..,.. r ••n , v .,.b
,:. >._......a.
. .. : e r a.
O.
I Grassroots lobbying
expenditures ..-
0
sio
.- l ilt .rr. i war oyialu c,xpenWiuruWaectlnu ruoira: .,tidr,LUS
- (To be completed ONLY by an eligible urbanization that filed Form 5768) '
.neck here • a O If the organization belongs to an affiliated group.
4 -Year Averaging Period Under Section 501(0)
Some organizations that made a section 501(h) election do not run to complete an of the five columns
below. See the instructions for tines 45 through 50)
Lobbying Expenditures During 4 -Year Averaging Period
)art VI -B ( Lobbying Activity by Nonetecting Public Charities
(For reporting only by organizations that did not complete Part VI -A)
min the year, did the organization attempt to influence national, state or local legislation, including any attempt to
luence public opinion on a legislative matter or referendum, through the use of:
Volunteers
Paid staff or management (include compensation in expenses reported on lines c through n)
Media advertisements
Mailings to members. legislators. or the public ....
Publications or published or broadcast statements
Grants to other organizations for lobbying purposes
Direct contact with legislators, their stafts, government offic or a legislative body
Rallies, demonstrations, seminars. conventions, speeches, lectures, or any other means
Total lobbying expenditures (add lines C through h)
Il 'Yes'to any of the above. also attach a statement giving a detailed description of Ire lobbying activities.
ae
11
N/A
N/A
N/A
era,nnrn Ho. bbl.o.0 rt3a 3
Exempt Organizations
.1 Did the reporting organization directly or Indirectly engage In any of the following with any other organization described N section
501(c) of the Code (other than section 501(c)(3) organizations) or In section 527, relating to political organizations?
a Transfers from the reporting organization to a noncharitable exempt organization or.
(I) Cash
(II) Other assets
b Other transactions:
(I) Sales of assets to a noncharitable exempt organization
(II) Purchases of assets from a noncharitable exempt organization
(111) Rental of facilities or equipment
(Iv) Reimbursement arrangements
(v) Loans of loan guarantees
(vi) Performance of services or membership or fundraising solicitations -
c Sharing of facilities, equipment, mailing lists, other assets, or paid employees
0 If the answer to any of the above Is Yes' complete the following schedule. Column (b) should always Indicate the fair market value of the
goods, other assets, or services given by the reporting organization. If the organization received less than fair market value In any
transaction or shanng arrangement, show in column (d) the value of the goods, other assets. or services received.
(b)
Amount invoked
(c)
Name of noncnantatle exempt organization
(a)
no no
too
,-. u..0 �•• +.... •,.„ + J1 r1VIJ1.i J11 Ii •,,,,I Iliv11 V,iJ(IIJ VIV
(d)
Descnption of transfers, transactions, and sharing arrangements
a Is the organization directly or Indirectly affiliated with, or related to, one or more tax-exempt org nizations descrbed in section 501(c) of the
Code (other than section 501(c (3)) or in section 527' ■ C Yes
b
If Yes' complete the following schedule
(a
Name of organization
N/A
(b)
Type of organization
12
(c)
Oescnption of relationship
51 2(1)
apq
b(0
b(II)
bllui
b(r)
0(rl)
Yes
b(hr)
c
N/A
No
X
X
® No
Assoc
lumber
s
I Dgpd
eel
Method/
111C sec.
UN
or ale
LMe
No.
Cost or
other basil
Basis
reduction
Accumulated
depreciation/amortization
Current you
deduction
1LEASEHOLD
IMPROVEMENTS
AVA,RIESISL 15.00 19
28,056.
23,786.
1,019.
2TRANSPORTATION
EQUIPMENT
'SVA1RIESISL 15 .00
19 1
187,5314
I 187,5311
0.
3OFFICE
EQUIPMENT
:. 15.00 119 1
153,685.1
I 29, 6281
13,849.
4
ELEPHONE EQUIPMENT
°rIVA,RIESOL 0.00 119 1
39,505.1'
37,104
1,436.
5
OMPUTER EQUIPMENT
1;4VA1RIESSL 15.00 119 I
198, 525.1
I 110, 1411
24,700.
6
APITAL LEASE EQUIPMENT
C1VARIESSL 15.00 119 1
7,0441
I 422 4
1, 005.
* TOTAL 990 PAGE 2 DEPRECIATION
1 i 1 I I I I
614,346.1
I 388,612.1
42,009.
I 1 I I I
I
I I
, I I I I I
I
I I
1 1 , 1 I I I
1
I I
1 1 1 i I i I
I
I I
, 1 1 I 1 1
I
1 I
I 1 1 1 I I I
I
I I
:el i 1 1 1 I I
I
I I
I
I
I I
1 1, 1 I I I
I
I I
1 1 1 1 I 1 I
I
I I
1 1 i 1 I I
I
I I
1 1 1 1 I I 1
I
I I
1 1 1 1 I 1 I
I
f 1 I I I
I
I I
I 1 I I I I I
I
I I
1 I I I I
I
I I
, 1
I I I
1
I I
1 1 1 I I I
I
I
1 1 1 1 I I
I
1 1 1 I I I
I
i 1
6r
Description of property
• Current year section t 1 3 (0) • Asset disposed
6
)TNOTE #1:
1TEMENT 1, CONTRIBUTION SCHEDULE:
FOOTNOTES -Y. STATEMENT 1
CHE CONTRIBUTIONS LISTED AT STATEMENT 2 ARE ON A CASH
'OLLECTED BASIS AND THEREFORE MAY NOT REFLECT THE INCOME
ZECOGNIZED (ON THE ACCRUAL BASIS) AT LINES 1A AND 1B ON FORM
)90, PART I.
14 STATEMENT(S) 1
990 CASH CONTRIBUTIONS.OF /$5000fiOR`MORE
INCLUDED ON .PART 'I t LINE 1D
:IBUTOR'S NAME
:I HOTEL INDUSTRY
)AT I ON
:RNEY FOUNDATION
1ERG FOUNDATION
?MUNICATIONS, INC.
UNITED WAY .
'RED ALLEN FUND
* ** NOT OPEN TO PUBLIC INSPECTION * **
CONTRIBUTOR'S ADDRESS
2250 KALAKAUA AVE. #404 -4
HONOLULU,,HI 96815
PACIFIC CENTURY TRUST CO.
P.O.BOX 3170
HONOLULU, HI 96802
3660 WAIALAE AVE. #400
HONOLULU, HI 96816
915 FORT STREET MALL, SUITE 504
HONOLULU, HI 96813
P. 0. BOX 1096
HONOLULU, HI 96808
HAWAII COMMUNITY FDN
900 FORT STREET MALL #1300
HONOLULU, HI 96813
STATEMENT 2
AMOUNT
10,782.
16,250.
100,000.
5,000.
66,060.
5,000.
15 STATEMENT(S) 2
: RIPTION
SHARES ACCESS ALOHA
/EL, INC.
OF BUYER
HELLER
\L TO FM 990, PART I, LN 8
TOURNAMENT
• S
9 990 GAIN (LOSS) FROM NON- PUBLICLY TRADED SECURITIES STATEMENT 3
DATE DATE METHOD
ACQUIRED SOLD ACQUIRED
01/21/95 09/30/98 PURCHASED
1 990 SPECIAL EVENTS AND ACTIVITIES
GROSS COST OR EXPENSE NET GAIN
SALES PRICE' OTHER BASIS OF SALE OR (LOSS)
1. 7,269. 0. <7,268.>
1. 7,269. 0. <7,268.>
STATEMENT 4
GROSS CONTRIBUT. GROSS DIRECT NET
RIPTION OF EVENT RECEIPTS INCLUDED REVENUE EXPENSES INCOME
21,572. 11,575.
9,997. 6,357. 3,640.
M 990, PART I, LN 9 21,572. 11,575. 9,997. 6,357. 3,640.
. 990 OTHER CHANGES IN NET ASSETS OR FUND BALANCES STATEMENT 5
RIPTION AMOUNT
R PERIOD ADJUSTMENT RELATED TO HATTS PROGRAM <98,545.>
L TO FORM 990, PART I, LINE 20 <98,545.>
16 STATEMENTS■ 3,
E
M 990 NONCASH GRANTS AND ALLOCATIONS
SS OF ACTIVITY
ATIONSHIP OF DONEE
HOD USED TO DETERMINE BOOK VALUE
EECIATED VALUE
PARABLES
:SS ALOHA COST
!EL, INC.
:K 0.
NI 990, LN 54 COL B 0.
DONEE'S NAME DONEE'S ADDRESS
STATEMENT 9
NSFER TO NEW 501(C)(3) HAWAII ASSISTIVE TECH & 414 KUWILI #102 HONOLULU, HI
TRAINING SV 96817
DESCRIPTION OF PROPERTY DATE OF GIFT
FIXED ASSETS USED IN 04/01/98
PROGRAM
:-IOD USED TO DETERMINE FAIR MARKET VALUE BOOK VALUE AMOUNT GIVEN
165,215. 165,215.
AL INCLUDED ON FORM 990, PART II, LINE 22 165,215.
i 990 SPECIFIC ASSISTANCE TO INDIVIDUALS
STATEMENT 10
: RIPTION AMOUNT
), SHELTER AND CLOTHING FOR INDIGENTS, ETC. 32,544.
:CT CASH ASSISTANCE TO INDIGENTS 2,151.
UI, TO FORM 990, PART II, LINE 23 34,695.
1 990 NON - GOVERNMENT' SECURITIES
STATEMENT 11
OTHER
PUBLICLY TOTAL
VALUE CORPORATE CORPORATE TRADED OTHER NON -GOV'T
:RIPTION METHOD STOCKS BONDS SECURITIES SECURITIES SECURITIES
19 STATEMENTISI 9, 10, 11
RM 990
SCRIPTION
1TRACT SERVICES
SURANCE
\INING
)ERTISING
4BERSHIP DUES &
:S
IER
(A)
TOTAL
242,863.
16,633.
13,453.
12,189.
5,351.
4,373.
'.OTHER EXPENSES. STATEMENT 6
(B) (C) (D)
PROGRAM MANAGEMENT
SERVICES AND GENERAL FUNDRAISING
241,163.
16,633.
13,453.
'10,970. 1,219.
4,816. 535.
3,704. 669.
1,700.
'AL TO FM 990, LN 43 294,862. 290,739. 2,423. 1,700.
tM 990 STATEMENT OF ORGANIZATION'S PRIMARY EXEMPT PURPOSE STATEMENT 7
PART III
LANATION
ESTABLISH, MAINTAIN AND OPERATE NONPROFIT COMMUNITY SERVICE CENTERS
ATING TO AND FOR THE PURPOSE OF IMPROVING THE PHYSICAL, SOCIAL AND
ANCIAL CONDITIONS OF DISABLED INDIVIDUALS, AND TO PROMOTE PROGRAMS
DING TO ECONOMIC SELF SUFFICIENCY AND INDEPENDENT LIVING.
1 ; .
17 STATEMENT(S) 6, 7
.RIPTION OF PROGRAM SERVICE ONE
1 990 STATEMENT OFPROGRAM SERVICE 'ACCOMPLISHMENTS. STATEMENT 8
ORGANIZATION CONTINUED TO EFFECTIVELY AND SUCCESSFULLY
LATE ITS NON— PROFIT COMMUNITY SERVICE CENTERS. DISABLED
'ICIPANTS OF THEIR PROGRAM HAVE SHOWN IMPROVEMENTS IN
Al PHYSICAL, SOCIAL AND FINANCIAL CONDITIONS, AS WELL AS
LOVED SELF SUFFICIENCY AND INDEPENDENCE. DURING THE FISCAL
t ENDED 9/30/98, APPROXIMATELY 858 DISABLED PERSONS
:FITED FROM THE ORGANIZATION'S SERVICES.
GRANTS EXPENSES
ORM 990, PART III, LINE A 1,833,232.
18 STATEMENT(S) 8
128 758513 10.333 092 HAWATT rr•;mr9s Fn?
990 NONCASH GRANTS AND ALLOCATIONS STATEMENT 9
S OF ACTIVITY
SFER TO NEW 501(C)(3) HAWAII ASSISTIVE TECH & 414 KUWILI #102 HONOLULU, HI
TRAINING SV 96817
TIONSHIP OF DONEE
JO USED TO DETERMINE BOOK VALUE
ECIATED VALUE
JO USED TO DETERMINE FAIR MARKET VALUE BOOK VALUE AMOUNT GIVEN
\RABLES
INCLUDED ON FORM 990, PART II, LINE 22 165,215.
990 SPECIFIC ASSISTANCE TO INDIVIDUALS
( IPTION AMOUNT
SHELTER AND CLOTHING FOR INDIGENTS, ETC. 32,544.
T CASH ASSISTANCE TO INDIGENTS 2,151.
TO FORM 990, PART II, LINE 23 34,695.
990 NON-GOVERNMENT 'SECURITIES
S ALOHA COST
L, INC.
0.
990, LN 54 COL B 0.
S
DONEE'S NAME DONEE'S ADDRESS
DESCRIPTION OF PROPERTY DATE OF GIFT
FIXED ASSETS USED IN 04/01/98
PROGRAM
165,215. 165,215.
STATEMENT 10
STATEMENT 11
OTHER
PUBLICLY TOTAL
VALUE CORPORATE CORPORATE TRADED OTHER NON -GOV'T
IPTION METHOD STOCKS BONDS SECURITIES SECURITIES SECURITIES
19 STATEMENT(S) 9, 10, 11
0
M 990 DEPRECIATION OF ASSETS NOT HELD FOR INVESTMENT
COST OR ACCUMULATED
CRIPTION OTHER BASIS DEPRECIATION BOOK VALUE
SEHOLD IMPROVEMENTS
NSPORTATION EQUIPMENT
ICE EQUIPMENT
EPHONE EQUIPMENT
PUTER EQUIPMENT
ITAL LEASE EQUIPMENT
3I. TO FORM 990, PART IV, LN 57
:STIVE TECHNOLOGY DEVICES
f HELD IN TRUST
28,056.
187,531.
153,685.
39,505.
198,525.
7,044.
24,805.
187,531.
43,477.
38,540.
134,841.
1,427.
STATEMENT 12
3,251.
0.
110,208.
965.
63,684.
5,617.
614,346. 430,621. 183,725.
4 990 OTHER ASSETS STATEMENT 13
:RIPTION AMOUNT
0.
361,470.
L TO FORM 990, PART IV, LINE 58, COLUMN B 361,470.
20 STATEMENT(S) 12, 13
128 758513 10433 092 HAWAII' CENTERS FOP TNDEPENnn;•• in „ - 1
E AND ADDRESS
1 4 2 c i -7 C ' 1 1 1 ( i 1 '
I, a
14 990 PART V — LIST,OF.OFFICERS, DIRECTORS,
TRUSTEES AND KEY EMPLOYEES
21
STATEMENT 14
EMPLOYEE
TITLE AND COMPEN— BEN PLAN EXPENSE
AVRG HRS /WK SATION CONTRIB ACCOUNT
F. KAREN M. GEBBIA — PINETTI, PRESIDENT
2515 DOLE STREET PART —TIME 0. 0. 0.
OLULU, HI 96822
SY PALMER 1ST V.P.
KUAKOLU PLACE PART —TIME 0. 0. 0.
0, HI 96720
GH WAI DOO 2ND V.F.
1001 BISHOP STREET PACIFIC PART —TIME
ER 2200 0. 0. 0.
DLULU, HI 96813
TANI SECRETARY /TREASURER
841 BISHOP STREET #2020' PART —TIME 0. 0. 0.
)LULU, HI 96813
3Y SHAW DIRECTOR
ENA ROAD #706 —A PART —TIME 0. 0. 0.
)LULU, HI 96815
UCIA BLUM DIRECTOR
BEAUMONT WOODS PART —TIME 0. 0. 0.
>LULU, HI 96822
DENNIS CROWLEY DIRECTOR
NIOI PLACE PART —TIME 0. 0. 0.
}LULU, HI 96816
EUDALEY DIRECTOR
. BOX 1201 PART —TIME 0. 0. 0.
AKEKUA, HI 96750
KE HALONA FARDON DIRECTOR
058 KEKUILANI LOOP #8201 PART —TIME 0. 0. 0.
LEI, HI 96707
FUKUNAGA DIRECTOR
2850 —A PUKOLOA STREET PART —TIME 0. 0. 0.
LULU, HI 96819
STATEMENTS) 14
2
I,
NICE.KOIKE DIRECTOR
841 BISHOP STREET #1621'':EN' PART -TIME 0. 0. 0.
JOLULU, HI 96813
RLING KRYSLER DIRECTOR
0 KAHALOA DRIVE #601 PART —TIME 0. 0. 0.
OLULU, HI 96822
RICHARD RADTKE DIRECTOR
106 POOKELA PLACE PART —TIME 0. 0. 0.
EOHE, HI 96744
LIAM DALY DIRECTOR
0. BOX 25274 PART —TIME 0. 0. 0.
OLULU, HI 96825
TH TAKEKAWA DIRECTOR
6 BERTRAM STREET PART —TIME 0. 0. 0.
OLULU, HI 96816
HAEL NAKAMURA DIRECTOR
415 LAU'AWA STREET PART —TIME 0. 0. 0.
ILANI, H 96789
vK GNIFFKE DIRECTOR
LILIUOKALANI AVE. #2005 PART —TIME 0. 0. 0.
)LULU, HI 96815
tY HAYES DIRECTOR
WARD AVENUE #903 PART —TIME 0. 0. 0.
)LULU, HI 96822
OBATAKE EXECUTIVE DIRECTOR
414 KUWILI STREET, SUITE 102 40 44,462. 445. 0.
)LULU, HI 96817
LS INCLUDED ON FORM 990, PART V
OF ORGANIZATION
SS ALOHA TRAVEL, INC.
RSE ABILITIES
1 ?F, 759513 1 0433
44,462. 445. 0.
990 IDENTIFICATION OF RELATED ORGANIZATIONS STATEMENT 15
PART VI, LINE 80B
EXEMPT NONEXEMPT
X
X
22 STATEMENT(S) 14, 15
non rr -1�,; ^�.- _ .. ,--r—,-----
9
SDULE A
:RIPTION
:IAL EVENTS
\I TO SCHEDULE A, LINE 22
;7 -7 40c11 1 (1 11 rlfl R.
OTHER INCOME
1996
AMOUNT AMOUNT AMOUNT AMOUNT
4,033.
1995
23
6,367.
4,033. 6,367.
1994
STATEMENT 16
1993
STATEMENT(S) 16
W C.s.beo. a worry
ro Month ma
yes ;Main
In Ia
IC Bass to esow.owm
NuseeaM.rtrnst sr
My • co ins;uctonu
Cal noon..'
pow
fa co.w.non
Ie Coral
b Oo.owdon daunts,
a 3-year property
! t r K i n
;i<u;`a °.`.
:T
ruin- �riyp t
`` "S'a+`.•,x
,�.;:e ^._,.y;�4.
` > - :'i•.: �'a -'
12 yrs.
I S/L
c 40 -year
b 5-year property
I
I
I MM
I S/L
c ]year property
{
d 10-year property
I
I
I
e 15-year property
I
I
I
p 20year property
I
I
I
q 25-year property
I
25 yrs. I
I S/L
h Residential rental property
/
I
27.5 yrs. I
MM I S/L
/
I
27.5 yrs. I
MM I S/L
i Nonresidential real property
/
I
I
MM I S/L
/
I
I
II
MM I Sit 1
a Class life
- •
, . ..
I
Sit
b 12-year
12 yrs.
I S/L
c 40 -year
/
I
40 yrs.
I MM
I S/L
8
41111 uuinp tfilunTl.luun on Listed Propel∎ 9 0
► Attach this form to your return.
Gus.... or *cowry b "MICA NM lean cot
i'ORM 990 PAGE 2
er -0-
, enter d -. If marred filing
M Cast (Nome. ai on
I7
1
2
3
4
6
IC Distal Wa!
8
9
10
11
12
9
cannon of Si. ynevy
Lime R.r.ww Sen a
*coop snow, on near
iAWAII CENTERS FOR INDEPENDENT LIVING
Part I I Election To Expense Certain Tangible Property (Section 179) (Note If you have any listed property Yomptete Part V before you complete Part I
I Maximum dollar [Mutation. If an enterprise zone business see Instructions
Total cost of section 179 property placed in service
1 Threshold cost of section 179 property before reduction In limitation
Reduction In limitation. Subtract line 3 from line 2. If zero or less, ent
i Dollar limitation for tax year. Subtract line 4 from fine 1. If zero or less
separately, see instructions
W becnotsn of p.00wry
Lasted property. Enter amount from line 27
Total elected cost of section 179 property. Add amounts in column (c), tines 6 and 7
Tentative deduction. Enter the smaller of line 5 or line 8
Carryover of disallowed deduction from 1996
Business income Imitation. Enter the smaller of business income (not less than zero) or line 5
Section 179 expense deduction. Add lines 9 and 10, but do not enter more than line 11 .
Carryover of disallowed deduction to 1998. Add lines 9 and 10, less line 12 ■ 110 I
rte: Do nor use Penn or Part III below for listed property (automobiles. certain other vehicles. cellular telephones. certain computers, or propery
d for entertainment. receanon, or anusement). Instead. use Part V for listed property
ar t III MACRS Depreciation For Assets Placed in Service ONLY During Your 1997 Tax Year (Do Not Include Listed Property.)
accounts. check the box. See instructions
Section A • General Asset Account Election
Section B - General Depreciation System (GOS) (See instructions.)
a ace. iw -e7
Complying nurse.
9- 0209054
18,000.
$200.000
If you are making the election under section 168(1(4) to group any assets placed in service dunng the tax year into one or more general asset
Section C • Alternative Depreciation System (ADS) (See instructions.)
id IIII Other Depreciation (Do Not Include Listed Property.) (See instructions I
;D5 and ADS deductions for assets placed in service in tax years beginning before 1997
p roperty subject to section 1688)(1) election
ACAS and other decreciation
rt (yi Summary (See instructions.)
17
18
19 42,009.
20 I
.fisted property. Enter amount from line 26 .... ... ... ...... .......
- Ctat. Add deductions on line 12, lines 15 and 16 in column (g), and lines 17 through 20. Enter here
Ind on the appropnate lines of your return. Partnerships and S corporations • see Instructions .. 21 42,009.
or assets shown stove and placed in service dunng the current year, enter the
onion of the basis attnbutable to section 263A costs 22 I '.
For Paperwork Reduction Act Notice, see the separate Instructions. Form 4582 (1997)
24
28 758513 10433 092 HAWAII CENTERS FOR INDEPENDENT 10433 1
23e Do you have evidence to supped the buslnessAnvettment use claimed? Cl Yee O No
23b11 'Yes,' Is the evidence written? CZ) Yes ❑ No
(a)
Type of property
(list vehicles first)
()) Date
placed fn
service
(c)
Business/
use pel nen(
(d)
Cost or
other basis
(e)
eaa cre.orecare
aie"`e"'
t u , a "
(f)
Recovery
period
(g)
Method/
Convention
(h)
Depreciation
deduction
(I)
Elected
section i 79
24 Property used more than 50% In a cualifled business use:
Amortization of costs that began before 1997 .. .. .. ...... ............. .
41
Total. Enter here and on 'Other Deductions' or 'Other Expenses' tine of your return
I 42
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes-
No
25 Properly used 50% or less In a qualified business use:
%
S/L •
r
{ i \
_ d'
%
Sit •
• %
Sit •
S/L -
18 Add amounts In column (h). Enter the total here and on line 20. page 1
'7 Add amounts in column (Q. Enter the total here and on tine 7. page 1 _ ._..
i 28
.._, I 27
3 Total business1nvestment miles driven during the
year (00 NOT include commuting miles)
) Total commuting miles driven during the year
Total other personal (nonco vnutmg) miles
driven
I Total miles driven during the year.
Add lines 29 through 30
2 Was the vehicle available for personal use
during off-duty hours?
) Was the vehicle used primarily by a more
than 5% owner or related person?
s Is another vehicle available for personal
use? _. ...
(a)
Vehicle
(b)
Vehicle
(c)
Vehicle
td)
Vehicle
(ci
Vehicle
(t)
Vehicle
� : t : r " i : ' ' : > : : ; C
, gig : : : l : ) s Y s A d Y .
tay.- e.r.3.i i r.
.. • • ... o;i.:; ...-iz 1
Amortization of costs that began before 1997 .. .. .. ...... ............. .
41
Total. Enter here and on 'Other Deductions' or 'Other Expenses' tine of your return
I 42
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes-
No
(a)
b.crnpoon or coca
(b)
Da rnrvn.'
OCAS
(c)
r+nvct.a.
amount
(d)
coo.
WWII
(e)
Mnamb
WWII Mlaltpt
0
Anon:moon
by lea yew
amortization of costs that begins during your 1997 tax year:
� : t : r " i : ' ' : > : : ; C
, gig : : : l : ) s Y s A d Y .
tay.- e.r.3.i i r.
.. • • ... o;i.:; ...-iz 1
Amortization of costs that began before 1997 .. .. .. ...... ............. .
41
Total. Enter here and on 'Other Deductions' or 'Other Expenses' tine of your return
I 42
B
'art VII Amortization
nnn t. ,
25
' `— "— entertainment, Necrealion, or I , lament
Note: For any vehicle for which yo„are using the standard mileage rate or deducting base expense. complete only 23a, 23b. columns (a)
through (c) of Section A. cop of Section B. and Section Cl/applicable.
Section A - Depreciation end Other Information (Caution: See Instructions for Omits for passenger automobiles.)
Section B - Information on Use of Vehicles
Complete this section for vehicles used by a sole proprietor, partner, or other 'more than 5% owner.' or related person.
If you provided vehicles to your employees. rust answer the questions in Section C to see d you meet an exception to completing this section for
those vehicles.
Section C - Questions for Employers Who Provide Vehicles fo Use by Their Employees
•. swer these questions to determine d you meet an exception to completing Section B for vehicles used by employees who are not more than 5%
vners or related persons.
i Do you maintain a written policy statement that prohibits all personal use of vehicles. including commuting. by your
employees?
Do you maintain a written policy statement that prohibits personal use of vehicles, except commuting, by your
employees? See instructions for vehicles used by corporate officers, directors. or 1% or more owners
Co • you treat all use of vehicles by employees as personal use?
l Do you provide more than No vehicles to your employees, obtain information from your employees about
the use of the vehicles, and retain the information received?
Do you meet the requirements concerning qualified automobile demonstration use?
Note: If your answer to 35. 36. 37.38, or 39 is 'Yes.' you need not complete Section S for the covered vehicles.
Yes No
Hams
rue type or
me File the
Iginal and one
:ply by the due
le for filing
or return.
ale
ta e
at
HAWAII CENTERS FOR INDEPENDENT LIVING
Number, strut (or P.O. box emit matt is not dithered to strut address)
677 ALA MOANA BLVD., NO. 102
City, town, or post office, state, and ZIP code. For a foreign address. see instructions.
HONOLULU,'HI 96813
ome tax return Alen must use Form 7004 to request an extension of time to hie. Pannersni
e Form 8738 to request an ixtension of Ume to the Form 1065.1066. or 1041,
xtension of Ume until 0 5 17 _ ,19 99
cliECEOWEF
MAR 1'7 1999 U
(non e.eeote+
99 02090
. REM CS. and
:le: Corporate inc
trusts must u
t I request an •
0 Form 706-CS (0)
0 Form 706-GS (T)
Form 990 or 990 -E2
0 Form 990-81.
0 Farm 990 -PF
nature at t c _ . /'
. / n ,a . :e rr . , o 4 4t 4r ea:.1 rn.rn.
U Form 9901 (401(3) or 408(a) trust)
0 Form 990 -T (trust other Man above)
0 Form 1041 (estate)
0 Form 1041 -A
0 Form 1042
If the organization does not have an office or place of business in Me United Slates. check this Pox ► 0
:a For calendar year 19 .or other lax year beginning 10/01/1997 and ending 09/30/1998
P If this tax year is for tires than 12 months, check reason: 0 Initial return C Final return 0 Change in accounting Ceriod
1 Has an extension of time been previously granted for this tax year? 0 Yes 0 No
I State in detail why you need the extension
ADDITIONAL TIME IS REQUIRED TO GATHER THE INFORMATION NECESSARY TO
PROPERLY PREPARE A COMPLETE AND ACCURATE RETURN.
a It this forma for form 706- GS(0).7C6- GS(T), 990-81.. 990-PF. 9901, 1041 (estate). 1042.1120-N0, 4720.
6C69. 3612. 8613.8725.8804. or 3831, enter the tentative tax, less any nonrefundaele credits S
u as form a for Form 990 -PF, 9901,1041 (estate), 1042, or 5804, enter any refundable crest and
esamated tax payments made. Include any pnor year overpayment a00wed as a credit S
: Balance Gut. SuttnCtine Sb from tine h. Include your payment with this form. or deposit wart F70
cbucon 4 required. _ S N/A
Signature and Verification
r penalties of perjury. I declare that I have examined this loin. including accompanying schedules and statements, and to the best of my knowledge and beetf,
: true, correct. and complete; and that I amm a to prepare Nu ton'''.
/2LK1 Lbe ■CERTIFIED PUBLIC ACCOUNTANT
ORIGINAL. ANO ONE COPY. The IRS will snow below whether of not your application is approves area will return the copy.
rice to Applicant - To Be Completed by IRS
"We HAVE approved your application. Please attach this form to your return.
We HAVE NOT approved your application. However, we have granted a 10-day grace ;erica tram ;tie later of the date
snawn :elow or the due date of your return (including any pnor extensions). This grace period a considered a valid
extension of bore for elections otherwise required to be made on a timely return. Pease attach this form to your return.
we HAVE NOT approved your application. Amer considenng your reasons stated in item 4. we cannot grant your request for
an extension of time to file. We are not granting the 10-day grace period.
we cannot :onside( your application because it was Pled after the due date of the return for wild an extension was requested.
1 enter
8,
Cuector
+ant a cosy of this form to be returned to an address otter than that shown above. ptease enter the address to wnrcn the copy would be sent.
Name
WIKOFF, COMBS 6 CO., CPAS
Number, street (or P.O. box no if mail is not delivered to street address)
900 FORT STREET MALL, SUITE 1040
Coq. town, or post Dnue. state. and ZIP code. For a foreign address. see instructions
HONOLULU, HI 96813 -3711
For Paperwork Reduction Act Notice. see separate Instructions.
, w.vx
4
, tc tale (cjQgoCAMB$ 8 CO.; CPAs
t iWirn 8612
0 Form 8613
0 Form 8725
0 Form 8804
0 Form 8831
71 Form 1120-NO (4951 taxes)
0 Form 3520 -A
0 Form 4720
0 Form 5227
0 fom 6069
Cate ► ) /A- 5 7/2
Date
F arm 2758 (Few. 5.95
15 758513 10433 092 HAWAII CENTERS FOR INDEPENDENT 10433
fl
agile: APR 0 3 1984
Ilauall Center For Independent
living
577 Ala Nuana Gold fond tlldg. Ste. 402
tunnlulu, II1 96813
« a
Person to Corded:
K. Sancho
Confect Telephone Number: .. .
(213) oars -.IU
Based on the Information you recently submitted, we have classified your
organization as ono that Is not a private foundation within the meaning of section
509(a) of the Internal Revenue Code because you are an organization described In
soctioni 509(a)(1) and 170(b)(1)(A)(vl).
Your exempt status under section 601(c)(3) of the Code is still In effect.
This classification Is based on the assumption that your operations will
entinue as you have statod. If your sources of support, or your purposes.
iloracter, or method of oporation change, please let us know so we can consider the
ffect of the change on your exempt status and foundation status.
This aupersodos our letter dated October 20, 1983
9ocause this letter could help resolve any questions about your foundation
.ntus, you should keep it in your permanent records.
If you have any questions, please contact the person whose name and telephone
mbar are shown above.
Box 2350. toe An ries. CA 90053
Sincerely yours.
nistrlcr nfrcctor
i .n . r -v: ^r1 .n.., v
rai
TYPE OF EN3URANCE
POLICY NUwa Di I FOLLYF NE
PAIL EF
OA Te Awoore)
TEI
LENTS
A
LWLRY
couutRoAL
I
PPG2 0373E I 10/16/99
!
'
10/16/00
EACH OCCURRENCE 111000000
X
rPe ON+ACG (Artynfr.) 1:50000
CAMS MADE C OCLUR
MED END' PF pool 11
I
.PERSONAL I ACV INJURY 1$1000000
cvawt AGGREGATE ; 1 2000000
� poet -1 L AGGREGATE LSAT AF - LI � [s KR.
I ! ji7+ I IIOC
Pa0o1JCTS COW/OP ADC i S 2000000
I
AUTOMCBEE
LMBAIY
ANT
ALL OWNED AUTOS
SCHEDULED AUTOS
AUTOS
'This Insurance contract is issued by an insurer which is not
licensed by the State of Hawaii and Is not subject to its
rege!ation or examination. If the insurer is foun insolvent,
Claim; ender this contract are not covered by an guaranty
lurid of the State Of Hawaii'
MUTUAL UNDERW BITERS
E30 Iwi!ei Rd. Ste. 528
I I,,.,JI„I,., I O{;aT -
' commie° SINGLE LEW 1
(EAMaaw) I s
I
7
I
0004E ItUURY
(Pe Woo')
I s
L NETeonno s
'
ODDLY WARTY
(Pa W RI
1
I
C FA DAMAO&
NtOoleti
s
GARAGE
ILEUTY
ANY Aura
.I
. AUTO o.ex EA AD'Cmein I s
_J
I
OTHER MAN EA ACC I s
AUTOOILY: AGO I s
EXCESS
WDUTY
OCCUR I CIA ILL MACE
oeoucreLE
RETVCCA I
i
' EACH OWAAENCE I 1
I
AGGREGATE 1 s
Is
,
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HADRRIRSCCMPINSATON AND
eunamu L:AS4m
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TORY LIwrrs' wit
It EACI ADCaNT i f
E L. DISEASE • EA EMPLOYES 1
E.LOISEASE.POUCY twirls
A
OTHER
Professional ' PPG203738 , 10/16/99
Liability .
10/16/00
Sae below*
a
AcoRD. CERTIFIC , OF LIABILITY INSU
AOOUCER
Tutnal Underwriters
;eo Iwilei Road, Suite 528
tonolulu HI 96817
LAMED
:OVERAGES
CORD 25-5 (/7911
Haw Centers for Independen
414 SUwili Street Suite 102 .
Honolulu HI 96817
THE "GUMS OF I,SURANCE IQTFD BELOW HAVE BEEN ISSUED To TAI! mom) NAIAD ABOVE FOR THE POUCY PERIOD t OCATED. NOTwnMSTANDWG
ANY REOUNKUEHT. TERM OR COMMON or ANY CONTRACT OR 0711E1. DOCUMENT YATN RESPECT TO TADCi TM CERTIFICATE MAY SE ISSUED OA
INY PERTAIN. TIC BSLFIAHCS AFFORDED BY me POLICES Ducal= NER6 W IS SL.ajECT TO ALL THE TERMS eXCLUsONS AHO COND(T10NL OF SUCH
POLICES. AGGREGATt LPCTS SHOWN MAY HAVE SEEN REDUCED at PA 0 CLAWS
ESCUPTION OF OPERATIONSIOCATIONS .VCEStrCLU91ONS ADDED 9Y EHOORSEMENTyECAI PROVKgNS
( $1,000,000. EACH INCIDENT; $2,00C,000. AGGREGATE
DESCRIPTION: FUNDING SOURCE
ERTIPICATE HOLDER IS AN ADDITIONAL 1NSVRED AS fl IR INTEREST MAY APPEAR BUT
)NLY TO TEE EXTENT SET FORTH IN THE CE(ERAL LIABILITY POLICY PROVISIONS.
:ERTIFICATE HOLDER I N I ADoiroNALI INSURER _ CANCELLATION
Hawaii County Finance Dept.
25 Aupuni St., Rm. 118
Hilo HI 96720
corY
BANATIC
W I ;Mi.,W..wn,
NAC -1 I 10/19/99
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
HOLDER THIS CERTIFICATE DOES NOT AMEND. EXTEND OR
ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOw.
INSURERS AFFORDING COVERAGE
ENSURERA Philadelphia Insurance Co.
INSURER b
INSURER C
ENSURER O.
W SURER E
VOW) ANY OF THE ARM'S DESCRIBED POLICIES et CANCELLED BEFORE THE
EXPIRATION DATE THEREOF. THE ISSUING INSURER WILL ENDEAVOR TO RAIL
30 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED To THE
LEFT. BUT FAILURE to CO SO. SHALL IMPOSE HO QUtIGATION OA UASIUTY OF
ANY MIND UPON THE &SURER, fLFWTS?R REPRESfITATTVE3
Iwillie Yap
ACORD CORPORATION 1gee
AMENDED BY -LAWS OF
HAWAII CENTERS FOR INDEPENDENT LIVING
JANUARY 24, 1998
AMENDED BYLAW SECTION 5.3: Term of Office. All directors shalt be elected to
serve a three -year term of office. Directors may be elected to serve one additional
three -year term, but must leave the Board for a one -year period (after serving six
consecutive years) before becoming eligible to be reelected to the Board once again.
The requirement that Directors leave the Board for a one year period after serving six
consecutive years, may be waived by a vote of the majority of the membership of the
corporation at the Annual Meeting or Special Meeting duly called and held for such
purpose.
• Board Members voted unanimously to amend bylaw (Article 5.3) by adding a third
sentence: 'the requirement that Directors leave the Board for a one year period after
serving six consecutive years, may be waived by a vote of the majority of the
membership of the corporation at the Annual Meeting cr Special Meeting duly called
and held for such purpose.' (1/98)
No other By -Law Amendments occurred during 1998.
�''X/
Board President Signature i� l�� _��cl•�c-
Date: 1/43fr?
O
AMENDED BY -LAWS OF
HAWAII CENTERS FOR INDEPENDENT LIVING
January 21, 1995
ARTICLE I
ACTIVITIES
The activities of this Corporation shall be
those necessary and appropriate to accomplish the
purposes of the Corporation as stated in the Articles of
Incorporation.
ARTICLE II
OFFICES
Section 2.1 Principal Office. The principal
office of the Corporation shall be at such place in the
State of Hawaii as the Board of Directors shall from time
to time determine. The principal office of the Corpora-
tion is 677 Ala Moana Boulevard, Suite 101, Honolulu,
Hawaii 96813.
Section 2.2 Other Offices. The Corporation
may have such other offices within the State of Hawaii as
the Board of Directors may designate.
ARTICLE III
MEMBERS
Section 3.1 General. The members of the
Corporation shall consist of all persons admitted to
membership in accordance with the Articles of Incorpo-
ration and these By -Laws. Members shall have voting
rights as specified in Article IV, Section 4.6 of these
By -Laws. Membership in the Corporation shall be
evidenced by the membership roll of the Corporation.
Section 3.2 Admission of Members. The power
to admit and expel members shall be vested solely in the
1
Board of Directors. The Board of Directors, subject to
these By -Laws, may prescribe the qualifications and
requirements for membership and shall have the power to
create categories of membership conferring such rights
and privileges and imposing such obligations as may be
determined. by the Board of Directors.
Any person applying for membership or renewing
membership must have been continuously in residence for a
period of at least sixty (60) days in the State of
Hawaii. Any person meeting the residency requirement,
who has a permanent or temporary primary disability
affecting mobility, sensory, or communication skills,
including emotional and mental disability and physical
illness to the extent that the individual is classified
as a person with a disability, as defined in the
Americans with Disabilities Act of 1990, 42 U.S.C.
§ 12102(2), shall automatically be eligible for
membership. The Hoard of Directors shall prescribe
qualifications and requirements for membership for those
who do not meet the disabled criteria as set forth above.
Section 3.3 Fees. Members of the
Corporation shall be required to pay any fees, dues,
fines, assessments or other charges_ pre scribed by the
Board of Directors.
ARTICLE IV
MEETING OF MEMBERS
Section 4.1 Annual Meetinc. The annual
meeting cf the members shall be held each year at such
time and place as the Board of Directors determines for
the purposes of electing directors and transacting such
other business as may come before the meeting. HCIL will
gay for expenses for neighbcr island Board
representatives to be present. Advance information
including necessary documents will be sent to the Board
cn items which shall be voted on at the Annual Meeting,
and proxy ballots will also be sent out in the event that
a member cannot be present but wants to assign his cr her
proxy ballot to another member.
Section 4.2 Special Meetings. Special meet -
incs of the members for any purpose cr purposes may be
held at any time upon the call of the President or any
Vice President of the Board or upon the written request
2
S
of one - fourth (1/4) of the members entitled to vote at
such meeting.
Section 4.3 Place of Meeting. The Board of
Directors may designate any accessible location as the
place of meeting for any annual or special meeting of the
members. If no designation is made, the place of meeting
shall be the principal office of the Corporation.
Section 4.4 Notice of Meetinas. Notice of
all meetings of the members, annual or special, stating
the place, day and hour of the meeting and whether it is
annual or special, and in case of a special meeting stat-
ing the purpose or purposes thereof, shall be given
personally or by mail at least ten days before the meet-
ing. If by mail, such notice shall be. deemed to be
delivered when deposited in the United States mail
postage prepaid and addressed to the member at his or her
address as it appears on the membership roll of the
Corporation.
Section 4.5 Ad -journed Meetinas and Notice
Thereof. Any meeting of the members, annual or special,
whether or not a quorum is present, may be adjourned by
the vote of a majority of the members present, but in the
absence of a quorum no other business may be transacted
at any such meeting.
When any members' meeting, either annual or
special, is adjourned for thirty days or more, notice of
the adjourned meeting shall be given as in the case of an
original meeting. Otherwise it shall not be necessary to
give any notice of an adjourned meeting other than by an-
nouncement at the meeting at which such adjournment is
taken.
Section 4.6 Votinc. At all meetings of
members, every member entitled to vote as presented by
the Articles of Incorporation and these By -Laws shall
have the right to vote in person or by written proxy.
Section 4.7 Quorum. A majority of the
membership entitled to vote and who are present at the
meeting shall be necessary to constitute a quorum for the
transaction of business.
Section 4.8 Action Without Meetinc. Any ac-
tion required or permitted to be taken at any meeting of
the membership may be taken without a meeting if three
3
fourths of the members eligible to vote sign a written
consent setting forth the corporate action being
considered.
ARTICLE V
BOARD OF DIRECTORS
4
a
Section 5.1 Number and Qualification of
Directors. The number of directors may be increased or
decreased from time to time by amendment to these Bylaws.
The number of directors of the Corporation shall not be
less than eight (8) nor more than twenty -one (21). At
least fifty -one percent (51 %) of the members of the Board
of Directors shall be persons with disabilities.
Section 5.2 Election. Ex_ept for the
initial directors, the directors shall be elected at each
annual meeting of the members of the Corporation or at
any special meeting of the members held for that purpose.
At least one director must be elected from each island
branch office of the Corporation.
Section 5.3 Term of Office. All directors
shall be elected to serve a three -year term of office.
Directors may be elected to serve one additional three -
year term, but must leave the Board for a one -year period
(after serving six consecutive years) before becoming_
eligible to be reelected to the Board once again.
Section 5.4 Vacancies. Any vacancy
occurring in the Board of Directors and any directorship
to be filled by reason of any increase in the number of
directors may be filled by the affirmative vote cf a
majority of the remaining directors, though less than a
cuorum, or by a sole remaining director. A director
elected to fill a vacancy shall be elected for the
remainder of the term of such director's predecessor in
office.
Section 5.5 Temporary Vacancies; Substitute
Directors. If any temporary vacancy shall occur in the
Board of Directors through the absence of any Director
from the State of Hawaii or the sickness or disability of
any Director, the remaining Directors may, by the
affirmative vote of a majority of such remaining
Directors, appoint some person as a substitute Director,
who shall be a Director during such absence, sickness, or
disability, and until such Director shall return to duty
or the office of such Director shall become permanently
vacant.
Section 5.6 Removal. Any director may be
removed from office for cause determined by the Board to
be significant, and by the affirmative vote of a majority
of the members entitled to vote at any meeting called for
such purpose. In case any vacancy so created is not
filled by the members at such meeting, such vacancy may
be filled by the Board of Directors.
Section 5.7 Reduction. No reduction of the
number of directors shall have the effect of removing any
director prior to the expiration of such director's term
of office.
ARTICLE VI
MEETINGS OF THE BOARD OF DIRECTORS
Section 6.1 Regular Meetings. Regular meet-
ings of the Board of Directors shall be held, at least
bimonthly, at such times and places as the Board of
Directors may provide by resolution. No notice other
than such resolution need be given. The Board may chance
the frequency of regular meetings only by majority vote
to do so. In no case will regular Board meetings be held
less than four (4) times per year.
Section 6.2 Special Meetings. Special meet-
ings of the Board of Directors may be called by or at the
request of any two directors of the Executive Committee.
The person or persons authorized to call special meetings
of the Board of Directors may fix the accessible location
for holding any special meeting of the Board of Directors
called by them. Notice of each special meeting shall be
given in accordance with Section 6.3 of these By -Laws.
Section 6.3 Notice. The Secretary shall
give notice of each meeting of the Board of Directors
(for which notice is required) in writing by mailing the
same not less than seven days before the meeting or by
giving notice personally, by telephone or by FAX not less
than three days before the meeting, or as otherwise pre-
scribed by the Board of Directors.
The failure by the Secretary to give such notice or
5
O
a
by any director to receive such notice shall not
invalidate the proceedings of any meeting at which a
quorum of the directors is present. Notice need not be
given to any director who shall, either before or after
the meeting, submit a signed waiver of notice or attend
such meeting without protesting, prior to or at its
commencement, the lack of notice to him or her. Except
as otherwise provided by law, the Articles of
Incorporation or these By -Laws, a notice or waiver of
notice need not state the purposes of such meeting.
Section 6.4 Quorum and Adiournment. A
majority of the number of directors fixed pursuant to
Section 5.1 of these By -Laws shall constitute a quorum.
No action taken, other than the appointment of directors
to fill vacancies, shall bind the Corporation unless it
shall receive the concurring vote of a majority of the
directors present at a meeting (including proxy votes
issued after copies of materials related to the vote have
been distributed in advance) at which a quorum is
present. In the absence of a quorum, the presiding
officer cr a majority of the directors present may
adjourn the meeting without further notice until a quorum
is present.
Section 6.5 Telephone Meetings. Subject to
the notice requirements in Section 6.3 hereof, members of
the Board of Directors or any committee designated
thereby may participate in a meeting of the Board or of
such committee by means of a conference telephone or
similar communications equipment by means of which all
persons participating in the meeting can hear each other
at the same time. Participation by such means shall
constitute presence in person at a meeting.
Section 6.6 Action by Directors Without a
Meeting. Any action required cr permitted to be taken at
a meeting of the Directors may be taken without a meeting
if a consent in writing, setting forth the action so
taken, shall be signed by the majority of the Directors
with respect to the subject matter thereof, and filed
with the records of the meetings of the Board of
Directors. All directors shall be polled. Such consent
shall have the same effect as a majority vote of the
Board of Directors and may be stated as such in any
articles or documents filed with the Director of the
Department cf Commerce and Consumer Affairs.
6
6)
a
Section 6.7 Presumption of Assent. A direc-
tor of the Corporation who is present at a meeting of the
Board of Directors at which action on any corporate
matter is taken shall be presumed to have assented to the
action taken unless such director's dissent or decision
to abstain from voting is entered in the minutes of the
meeting or unless the director either files a written
dissent to such action with the person acting as the
secretary of the meeting before the adjournment thereof
or forwards such dissent by certified mail to the
Secretary of the Corporation within two business days
after the adjournment of the meeting. Such right to
dissent shall not apply to a director who voted in favor
of such action.
Section 6.8 Votina as Member or Shareholder.
The vote of the Corporation as a member or shareholder of
another corporation shall be determined by the vote of a
majority of the directors of the Corporation present at a
meeting at which a quorum is present; provided, however,
that if the vote is to amend or approve the amendment of
the charter of incorporation or articles of incorporation
of the other corporation, then the vote of two - thirds of
the directors so present at such a meeting shall be re-
quired to amend or approve the amendments of said charter
or articles.
ARTICLE VII
POWERS AND DUTIES OF THE BOARD OF DIRECTORS
Section 7.1 Powers. The corporate powers of
this Corporation shall be vested in the Board of
Directors to the fullest extent permitted by the laws of
the State of Hawaii. The Board of Directors shall have
General charge of overseeing and monitoring the affairs,
funds and property of the Corporation, and shall have
full power, and it shall be their duty, to enforce the
Ey -Laws.
Section 7.2 Duties. It shall be the duty of
the Board of Directors to conduct, manace and control the
affairs and business of the Corporation and to promulgate
and enforce rules and regulations therefor not inconsist-
ent with law, the Articles of Incorporation and the By-
Laws of the Corporation.
7
a
Section 7.3 Committees. The Board:of Direc - __
tors; by adopted by a majority of the
directors in office, may designate and appoint an
Executive Committee and any other committees which, to
the extent provided in the resolution, the Articles of
Incorporation, the law, or these By -Laws, shall have and
may exercise all the authority of the Board of Directors
and report back to the full Board (except as otherwise
provided by law, the Articles of Incorporation, or these
By- Laws).
No committee (whether standing or otherwise) shall
have the authority of the full Board of Directors in
reference to:
(1) Amending, altering, or repealing the By -Laws;
(2) Electing, appointing, or removing any member of
any committee or any Director or Officer of the
Corporation;
3) Amending the Articles of Incorporation, restating
the Articles of Incorporation, adopting a plan of merger,
or adopting a plan of consolidation with another
corporation;
(4) Authorizing the sale, lease, exchange or
mortgage of all or substantially all of the property and
assets of the Corporation;
(5) Authorizing the voluntary dissolution of the
Corporation or revolving proceedings therefor;
(6) Adopting a plan for the distribution of the
assets of the Corporation; cr
(7) Amending, altering or repealing any resolution
of the Board of Directors which by its terms provides
that it shall not be amended, altered or repealed by the
committee.
Nothing in subparagraphs (1) to (7) shall prohibit
any committee, if properly authorized by the Board of
Directors and not prohibited by these By -Laws, from
engaging in any sale, lease, exchange, mortgage, pledge
or distribution of assets of the Corporation in the
normal course of the Corporation's business.
8
6)
a
The designation and appointment of any such
committee and the delegation thereto of authority shall
not operate to relieve the Board of Directors or any
individual Director of any responsibility imposed upon
the Board of Directors by law.
Section 7.4 Gifts and Contributions
The Board of Directors may accept on behalf of the
Corporation any contribution, gift, bequest or device for
the general purposes, or for any special purpose, of the
Corporation.
Section 7.5 Procedure. The Board of
Directors shall fix its own rules of procedure which
shall not be inconsistent with these By -Laws.
Section 7.6 Review of Executive
Director. The Executive Committee will conduct a
Performance Appraisal of the Executive Director at least
once a year, with written recommendations on job
performance and recommendations of any salary increase.
(In the event that a salary increase is recommended, the
majority of the Board of Directors must vote to approve
this increase.) A copy of the Executive,Director's
Performance Appraisal will be kept in this individual's
permanent Personnel File and will be available for review
upon request by any member of the Board of Directors.
ARTICLE VIII
OFFICERS
Section 8.1 Number. The officers of the
Corporation shall be the President, the immediate Past
President, one or more Vibe Presidents, the Secretary,
the Treasurer, and the Executive Director, with such
duties as may be prescribed by the Board of Directors or
the By -Laws.
Section 8.2 Election and Term of Office.
All officers (with the exception of the Executive
Director who is hired by the Board and not elected) shall
be elected by the Board of Directors and shall serve
until their successors are elected. Any two or more
offices may be held by the same person, provided that the
9
0
a
Corporation shall have not fewer than-two persons as
officers. All officers shall be- subject to removal at
any time by the Board -of Directors whenever in the judg-
ment of the Board of Directors the best interests of the
Corporation will be served thereby. The Board of Direc-
tors may, in its discretion, elect acting or temporary
officers, elect officers to fill vacancies occurring for
any reason whatsoever, and limit or enlarge the duties
and powers of any officer elected by it. (Officers need
not be directors of the-Corporation.)
Section 8:3 President. The President shall
preside at all meetings of the members and the Board of
Directors. Unless otherwise determined by the Board of
Directors, the President shall have general charge and
supervision of the Corporation. The President shall
perform such other duties as are required by the Board of
Directors. A member of the Board of Directors may be
elected to the office of President for a maximum of one
year at a time. The following year this individual will
serve as immediate Past President on the Executive
Committee of the Board of Directors.
Section 8.4 Vice Presidents. In the absence
or disability or refusal to act by the President, the
first Vice President or other Vice Presidents shall, in
the order designated by the Board of Directors, perform
all of the duties of the President, and when so acting
shall have all the powers of and be subject to all the
restrictions upon the President. The first Vice
President or other Vice Presidents shall have such powers
and perform such other duties as may be prescribed by the
President, the Board of Directors or the Bylaws.
A member of the Board of Directors may be elected to
the office of any vice presidency for a maximum of one
year per Vice Presidency.
Section 8.5 Treasurer The Treasurer shall
be the chief financial officer of the Corporation and
exercise general supervision over the receipt, custody
and disbursement of corporate funds. The Treasurer may
be a corporation. The Treasurer shall perform all other
duties assigned by the Board of Directors.
A member of the Board of Directors may be elected to
the office of Treasurer for a maximum of three
consecutive years.
10
• .
Section 8.6 Secretary . The Secretary shall
keep the minutedvaf4all meetings of -the members and Board
of Directors. «If =the = Secretary -does not transcribe the
actual minutes of-meetings, he'or she will - assign a
designated staff member of HCIL to do so. The Secretary
shall keep or cause'to be kept a register showing the
names of the members, " - directors and officers with .their
addresses. The Secretary. shall see that notice is given
in conformity with'the Bylaws of all meetings of the
members and the Board of Directors. The Secretary-shall
also perform all other duties assigned by the Board of
Directors. - - -'
A member of the Board of Directors maybe elected
to the office of Secretary for a maximum of three
consecutive years.
Section 8.7 Executive Director. The Execu-
tive Director shall, subject to the Board of Directors
and its policies, rules and regulations and limitations,
exercise authority over all program activities as
authorized. The Executive Director shall: -
(a) approve the appointment and
termination of all program staff and take responsibility
for all routine employee relations matters (employee
relations issues requiring legal advice will be referred
beforehand to the Executive Committee for review);
(b) execute the daily operations of the
Corporation;
-(c) have the power to negotiate and enter
into all contracts with funding sources leading to the
receipt of capital and operating funds needed to achieve
authorized program objectives provided.that the Executive
Committee review all new grant proposals whenever
possible prior to submission, and provided that the Board
ratify the decisions of the Executive Committee and
approve of the terms and conditions of the grants for
which HCIL -has applied; and has the power to oversee the
purchase or acquisition of such budgeted goods and
services as may be necessary to carry out authorized
programs;
(d) implement program planning activities
covering time periods set by Board resolution and make
reports on such plans upon request of the Board or at
intervals established by Board resolution;
(e). propose budgets responsive to
planning objectives and develop organizational structures
and staffing plans appropriate thereto; and
(f) continually review revenues and
expenditures, establish means of evaluating program
effectiveness, and report findings and recommend revi-
sions, as appropriate, to the President and the Board of
Directors.
(g) perform other duties as assigned by
the Board of Directors.
ARTICLE IX
AUDITOR
An auditor may be elected by the members at
their annual meeting to serve until a successor is
elected. No member, director, or officer of the Corpora-
tion shall be eligible to serve as auditor.
ARTICLE X
DISBURSEMENTS AND CONTRIBUTIONS
Section 10.1 Disbursements. Disbursements of
the funds of the Corporation for the purposes for which
it is organized shall be made by the Board of Directors
at its discretion.
Section 10.2 Limitations cn Disbursements.
The Board of Directors shall not make any disbursements
or contributions of the funds or assets of the
Corporation to or for the benefit, directly or
indirectly, of any member, director or officer of the
Corporation, except for reasonable payments for services
actually rendered to the Corporation by such member,
director or officer as an employee of or consultant to
the Corporation, or except for reimbursement of travel
expenses for Board members to conduct HCIL business.
12
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in the_right of the corporation to procure a judgment in
its -favor because he-is or was a director, officer,
employee, or agent of the corporation or of any division
of the corporation, against expenses (including
reasonable attorneys' fees) actually and reasonably
incurred by him in connection with the defense or
settlement of such action or suit if he acted in good
faith and in a manner he reasonably believed to be in or
not opposed to the best interests of this corporation,
except that no indemnification shall be made in respect
of any claim, issue, or matter as to which such person
shall have been adjudged to be liable for gross
negligence or willful misconduct in the performance of
his duty to this corporation unless and only to the
extent that the court in which such action or suit was
brought shall determine upon application that, despite
the adjudication of liability but in view of all the
circumstances of the case, such person is fairly and
reasonably entitled to indemnity for such expenses which
such court shall deem proper.
(c) To the extent that a director, officer,
employee, or agent of the corporation or of any division
of the corporation has been successful on the merits or
otherwise in.defense of any action, suit, or proceeding
referred to in paragraphs (a) and (b) of this Section, or
in defense of any claim, issue, or matter therein, he
shall be indemnified against expenses (including
reasonable attorneys' fees) actually and reasonably
incurred by him in connection therewith.
(d) Any indemnification under paragraphs (a) and
(b) of this Section (unless ordered by a court) shall be
made by the corporation only as authorized in the
specific case upon a determination that indemnification
of the director, officer, employee, or agent is proper in
the circumstances because he has met the applicable
standard of conduct set forth in paragraphs (a) and (b).
Such determination may be made (1) by the Board by a
majority vote of a quorum consisting of directors who
were not parties to such action, suit, or proceeding, or
(2) if such a quorum is not obtainable, by independent
legal counsel in a written opinion to the corporation.
(e) Expenses incurred in defending a civil or
criminal action, suit, or proceeding may be paid by the
corporation in advance of the final disposition of such
action, suit, or proceeding as authorized by the Board of
14
o 0
S
Directors :in:a particular case ..upon ;receipt. or,•_an
undertaking by or *on• behalf of. the director, officer,
employee, or:agent to repay such amount unless it -shall
ultimately be determined that he is entitled to be
indemnified by the corporation as authorized in this
Article.
(f) The indemnification provided by this Article
shall not be,deemed exclusive of any other rights to
which those indemnified may be entitled, shall continue
as to.a.person who.has ceased be a director,.officer,
employee, or and shall inure to the benefit of the
heirs, executors, administrators, and personal
representatives of such person.
(g) The corporation may purchase and maintain
insurance on behalf of any person who is or was a
director, officer, employee, or agent of the corporation
or any division of the corporation against any liability
asserted against or incurred by him in any such capacity
or arising out of his status as such, whether or not the
corporation would have the power to indemnify him against
such liability under the provisions of this Article. Any
such insurance may be procured from any insurance company
designated by the Board.
ARTICLE XII
AFFILIATED TRANSACTIONS AND INTERESTED DIRECTORS
Section 12.1 Affiliated Transactions. No
contract or transaction between the corporation and one
or more of its directors or officers, or between the
corporation and any other corporation, partnership,
association or other organization in which one or more of
its directors or officers are directors or officers, or
have a financial interest, shall be void or voidable
solely for this reason, or solely because the director or
officer is present at or participates in the meeting of
the Board of Directors which authorizes the contract or
transaction or solely because his or their votes are
counted for such purpose, if:
(a) The material facts as to his relationship or
interest and as to the contract or transaction are
disclosed or are known to the Board of Directors and the
Board of Directors in good faith authorizes the contract
15
! Q
or transaction "by "the affirmative vote of a majority of
the disinterested directors, even though the
disinterested directors be less than a quorum; or
(b) The material facts as to his relationship or
interest and as to the contract or transaction are
disclosed or are known to the members entitled to vote
thereon, and the contract or transaction is specifically
approved in good faith by vote of the members; or
(c) The contract or transaction if fair as to the
corporation as of the time it is authorized, approved or
ratified by the Board of Directors or the members.
Section 12.2 Determining Quorum. Common or
interested directors may be counted in'determining the
presence of a quorum at a meeting of the Board of
Directors which authorizes the contract or transaction.
ARTICLE XIII
MISCELLANEOUS
Section 13.1 Inspection of Corporate Records.
The books of account and minutes of proceedings of the
members and directors and committees of HCIL shall be
open to inspection upon the written demand of any member
or director, at any reasonable time, and for a purpose
reasonably related to such member's or director's
interests as a member or director. Such inspection may
be made at the principal office of the Corporation in
person or by an agent or attorney, and shall include the
richt to make copies at reasonable cost. Demand for
inspection may be made in writing to the President or the
Secretary of the Corporation.
Section 13.2 Execution of Instruments
(a) All checks and other orders for the
payment of money, drafts, notes, bonds, acceptances,
contracts, and all other instruments, except as otherwise
provided in these Bylaws, shall be signed by such person
or persons as shall be provided by general or special
resolution of the Board of Directors. In the absence of
any provision in these By -Laws or any such general or
16
+ 9 S
special resolution: applicable`toany such•instrument,
then such instrument shall be signed by the President or
Vice President or Executive Director, and by the
Treasurer or the Secretary. Unless authorized by the
Board of Directors, no officer, agent or employee of the
Corporation shall have any power or authority to bind the
Corporation by any contract or engagement or to pledge
its credit or.to render it liable for any purpose or to
any amount. .
(b) The Board of Directors may provide
for the execution of checks by the printed, lithographed
or engraved facsimile signature or signatures of the
person or persons authorized to sign checks.
Section 13.3 Inspection of By -Laws. The
Corporation shall keep in its principal office on Oahu
and at each of its neighbor island offices the original
or a copy of the Bylaws as amended and certified by the
Secretary, which shall be open to inspection by the
members and directors at all reasonable times durinc
office hours.
ARTICLE XIV
SEAL
The Corporation may have a seal of such form as
the Board of Directors may determine.
ARTICLE XV
FISCAL YEAR
ARTICLE XVI
AMENDMENTS
17
The fiscal year of the Corporation shall he
established by resolution of the Board of Directors after
approval by the Internal Revenue Service.
The By -Laws may be amended or repealed in
accordance with the provisions of the Articles of
Incorporation.
0
HAWAII CENTERS FOR INDEPENDENT LIVING
•
ADOPTION OF BYLAWS
The undersigned, on this twentieth day of April, 1996, pursuant to the laws of the
State of Hawaii, adopt the foregoing provisions as the Bylaws of the corporation.
Patricia Blum, President
Kirby Shaw, 1st Vice President'
Karen Gebbia- Pinetti, 2nd Vice President
Judith /G ckstein, Secretary
As amended and revised at the annual membership meeting on January 21, 1995.
• n Q
I
IN THE i ;Idl'AN'1'14E11T OP I•kEr3ULL'I'Uf'Y AGENCIES
STATE OP HAWAII
Tr. the Matter of the Incorporation )
)
of )
)
ILAWAII CEtETER:i FOii INDEPENDENT LIVING )
)
)
PETITIUII I''t•U CURTER OP IIICoI PORATIO'I
AND
1:I IAh'ER OP INCORPORATI .)I I
HENRY P. F ,ERMAll, :aq
Suite 2515, Gro::ve.,or Center
733 Bishop Street
Honolulu, tlawd11 j5813
Tt•l.. Ho. 5,'I_2: _ 5
fa
lU 'I'Ilt. I'EI AI'I'MI N'T' OP REGLJ[.AR AGEWIES
SPATE OP TIAWAII
In Lin: M;it.t.el' of the fneorporatlon )
)
of )
IIAWAI l CENTEHS IOU fUi)EPENDENT LIVING )
)
f I W f DP.VIT Of' OV('ICERS
S'P'A'T'E Or iIAWAI f )
) as.
CITY ANN CO(1tt'I'Y C F HONOLULU )
STEI'IIPNFE MIYASUIRO, DIL1. PIPE and ARNOLD KALO, being
11z•::r. duly aw:,rn, on oath depose and say:
1. That they are the petitioners above named;
2. That they have read the foregoing Petition and
the proposed Charter of Incorporation and know the contents
LLr:t
:or;
3• That the matters and statements therein let forth
are :rue in the Le: ;r: of their knowledge and belie:'.
OATEN: Honolulu, Hawaii,
iANIE MIY
BIT,I. FIFE
PI WE DEPARTMENT OF REGULATORY AGENCIES
In the Matter of the Incorporation )
)
of )
)
HAWAII CENTERS I +OR INDEPENDENT LIVING )
CHARTER OF INCORPORATION
KNOW ALL MEN BY THESE PRESENTS:
STATE OF HAWAII
1,
the undersigned Director or Regulatory Agencies of
the Stale of Hac•r,l i , send Greetings:
WHEREAS, STEPHANIE MIYASHIRO, BILL PIFE and ARNOLD KAEO,
all of whom are residents of the State or Hawaii, have flied with
me as Director of Regulatory Agencies a verified petition to
gra, L to them and their associates a Charter of Incorporation
as a nonprofit enr• in accordance with the provisions
of Sections 416 -19 and 416 - 20, Hawaii Revised Statutes:
NOW, 'PI1ERE ORE, I, the said Director, in the exercise
and execution or every power and authority In anywise enabling
me in this behalf, do hereby constitute the said petitioners '
and their ac:.uciut.es a corporation under the laws of the State
of Hawaii roc the purposes and in the form hereinafter set fortis.
I.
The name: of the corporation shall be HAWAII CENTERS IOR
INDEPENDENT LIVflm, a nonprofit corporation (hereinafter
Lct'ce l't'Ld to as "Corporation ").
II.
)
The place and principal office or the Corpurailuu :,hall
be at. Iyln Puitahou Street, Apartment 402, Honolulu, City and
County of Honolulu, state of Hawaii, 96822 or at such places as
may be da:;ignaLed by the Board of Directors. There may be such
:,uLordittatc or brunch offices in :iuc :h place or places within or
wii.hent. sold St.atc: as may he deemed nece:;sary or roctnl.3 by
Lhu I“ubd of ftlr•i• to Luausuct LIi,• hu.ilne :is of Iltc C&,t•p' 'ii Ion.
(2) To purchase, acquire, own, bold, sell, assign,
transfer, dispose or, mortgage, pledge, hypothecate, encumber,
and /or• deal in shares, bonds, notes, debentures, or other
securities or evidences of indebtedness of any person, firm,
corporation, or association and, while the owner or holder
oC them, to exercise all rights, powers, and privileges of
ownership;
(3) To purchase or acquire, own, hold, use, lease
(either as Lessor or Lessee), sell, exchange, assign, convey,
dispose of, mortgage, hypothecate, or encumber real and personal
property;
(4) To borrow money, incur indebtedness, and to secure
repayment by mortgage, pledge, deed of trust, or other means
of hypothecation any property of the corporation, both real and
personal;
(5) To employ a bank or trust company as custodian of
any funds or securities and to delegate to it such powers that
the corporation shall deem appropriate, and to employ clerks,
accountants, investment agents, and other persons to render•
special services;
(6) To enter into, make, perform, and carry out contracts
of every kind for any lawful purpose without. limit on amount,
with any person, rirm, association or corporation, municipality,
county, parish, state, territory, government (foreign or
domestic), or other municipal or governmental subdivision;
(7) To invest and reinvest corporate funds and /or other
prop in such property, real, personal or mixed, and in such
manner as it shall deem proper' and from time to time change
InveeLments as IL shall deem advisable; and
(8) To exercise and possess any and all of the rights,
privileges and powers which are secured by law to benevolent and
charitable corporations, and to exercise all general powers con-
ferred on the corporation by the State of Hawaii, subject, however,
to the aforementioned limitations.
V.
The Corporation is organized Cot• charitable, literary and
educational purpoees only and is not organized Cot 'wont. IL will
not issue any stuck and no part or its assets, income or earnings
shall. he distributed to Its members, directors of officers, except
for services actually rendered to the corporation. Upon dissolution,
all the assets or the c :or•poeaLion, after payment of its ,just debts,
shall be Lransl'crl•ed and distributed to an organization or organi-
zations as shall at the time qualify as an exempt organization or
organizations under Section 501(c:)(3) or the Internal Revenue Code
of 1954 (or the corresponding prdvision of any fu Lure United
State:; Invernal Revenue Law).
flame
Ernest. U lshl j Ima
Arnold Kart,
Pamela f'ucanto
t!erLruur Santos
Jame:; hurt, i wa
I'sut;1 'I'ukemoto
aLe•obaoie (Iiya.:hir•o
h i l l D' 1 f e
I, a
of t.ho corporation and residents or the State of Hawaii. In
addition, at least. three-fourths (3/4) (herein defined as
6 of 8, 7 of 9, 8 or 10, or 8 or 11, as applicable) of the
members of the Llu:,rtl ::hall be handicapped persons as defined
in 1 15 C.F.h., §§ 8 et seq., Implementing Section 504 of
the Rehabilitation Act. of 1973, 29 U.S.C. 9 706.
In the absence of three- fourths (3/4) of the Directors,
the Beard of Directors shall not function. The Directors shall
be elected or appointed at such times, and in such manner, and .
For such i :ermr as may be prescribed by the dy -Laws which may
also provide For the removal of Directors and the filling of
vacancies and may provI:le that the remaining member:; of the
Board of llirecLor.: although less than a majority thereof, may
by. afrir•tnaLivc vote of Lhe majority or such remaining members
fill vacancies In the Board or Directors, including temporary
vacancit:s caused by the illness of Directors, or the temporary
abacuct: of Di rieL 'vu.
All the pnWter•s and authority of the corporation :;hall be
vested it , and may be exercised by, the Board of Dll'c.:turs,
execl,L as otherwise provided by law, this Charter of locorpt r•at.io .,
or the liy -Law:; of the corporation.
The initial directors of the corporation, all residents of
the State or Ilawul1, and their tesidenee addresses aro as follows:
-5-
Address
P.O. Box 259
Pahoa , 111 9677d
P.O. hex 265
Pepeekeo, Ili 96'(81
304 Kenolio
Kihei, Maui, Iii 96753
HH2, Box 25
Kaupakalua Hc,ad
Haiku, Iii 96708
Box 2059, Rural :.cation
PuhI , Hi 96766
RHl , box 289, 1129
Kapua, Ill 96746
516 Kamoku it. N306
Honolulu, HE 96826
9',11 Atnarla 51.. //h 7n 3
Honolulu, lit 96814
Members r'ealding on each of the islands of Hawaii, Kauai,
Maui, and Oahu shall elect:, for such terms and In such manner
specified In the By- Laws, two directors and one alternate director.
The directors and alternate directors elected for each island shall
also constitute the Advisory Board for such Island. The Advisory
Board for each of the aforesaid islands shall call and preside
over regional membership meetings on their respective islands
and shall perform such other functions as provided in the By -Laws.
AL any time that 20 or more voting members shall reside on any
of the other islands of the Hawaiian Chain, they shall be entitled
to elect one director and one alternate director to the corpora-
tion's board, which director and alternate director shall serve
as the Advisory Board for such island.
X.
The initial By -Laws of the corporation shall be adopted
by a majority vole of the directors present at a meeting duly
called and to be held within 30 days from the issuance of this
Charter or - Incorporation. Notice shall be given thereof, slating
that a purpose of the meeting is, to consider the adoption or the
by- laws. The b'y -Laws may be amended by a majority or the Eonr'tL
of Directors present at any meeting of rho Board duly called and
held for the {purpose of considering the amendment of the by -laws.
XI.
The property of the corporation shall alone be liable fur
the payment or Its debts and liabilities, and the private property
of'the member;;, directors and officers shall not he subject to the
payment, of corporate debts to any extent whatever or to the
payment of any claims of any nature by members of the corporation.
XII.
In the event of liquidation or dissolution of the
corporation, whether voluntarily or Involuntarily, or by operation
of law, the remaliring assets of the corporation shall be distributed
to such organization(s) as may then be exempt the income Lax
under Section 50)(c)(3) of the United States Internal Revenue Code
or 195)1, as amended.
This Charter of incorporation :,hall be subject to
amendment from time to time, as provided by law, except that no
amendment shall be made which would change the objects and
purposes, to include objects and purposes, which would not he
exclusively charitable, relihious, educational, scientific or
literary, or which would permit the net earnings of the corporation
to inure to the benefit of any member, donor or private individual,
or which would permit any transaction or activity not permitted to
be conducted or carried on by an organization exempt under Section
-7-
M
•RTER OF INCORPORATION
Article VII
[There shall be a Board of Directors of the Corporation to consist of
not less than eight (8) nor more than eleven (11) members. All members of
the Board of Directors shall be members of the corporation and residents of
the State of Hawaii. In addition, at least three - fourths (3/4) (herein defined
as 6 of 8, 7 of 9, 8 of 10, or 8 of 11, as applicable) of the members of the
Board shall be handicapped persons) as defined in 45 C.F.F., §§ 84.3, at seq.,
implementing Section 504 of the Rehabilitation Act of 1973, 29 U.S.C. § 706.
AMENDMENT
CHARTER OF INCORPORATION
Article VII
There shall be a Board of Directors of the Corporation to consist
of not less than eight (8) nor more than twenty-one (21) members. All
members of the Board of Directors shall be members of the corporation
and residents of the State of Hawaii. At least a majority (herein
defined as fifty percent plus one) as applicable of the Director shall
be disabled as defined in 45 C.F.R., §§ 84.3, et seq., implementing
Section 504 of the Rehabilitation Act of 1973, 29 U.S.C. § 706.
•
Filing F.. — $5.00
Dishonored Check — S7.50
In the Matter of the Amendment of
the Charter of Incorporation of
Hawaii Centers For
Independent Living
CERTIFICATE OF AMENDMENT
The undersigned duly authorized officers of Hawaii Centers for Independent Living
a Hawaii nonprofit corporation, do hereby certify that at a special meeting of the members of said corporation duly called and
held at the Rehabilitation Hosoital of the Pacific Honolulu Hawaii
on the 22nd day of November , 19 86 , for the purpose of amending the Charter of Incorporation,
it was voted by not less than two- thirds of the members present at the meeting to amend the Charter of Incorporation of said
corporation, at,set forth in the exhibit attached hereto and made a part of this Certificate.
IN WITNESS WHEREOF, the undersigned have hereunto set their hands this
•
'N •
STATE OF HAWAII
Jju I4Qtx.1 ss.
Sally Price
r:.sw -...:;- --1 • ,1/44.•
• .t
Office held:($ res 0���
Office held: Treasurer
STATE OF HAWAII
DEPARTMENT OF COMMERCE AND CONSUMER AFFAIRS
Business Registration Division
1010 Richards Street
Mailing Address: P.O. Box 40, Honolulu, HI 96810
„dub. i _cct,
day of December
�.
■ r s
t: '` i \
I''1 IA e —
U 1 '
Amendment to Charter
Nonasrollt Corporation
FILE IN DUPLICATE
. 7986 .
and Richard Behenna being