Civic Intelligence

Paul & Irene Buehner - Joan B Merrill Family Foundation

990PF • Fiscal year 2018 • EIN 26-0272154

Jun 01, 2017 to May 31, 2018 • Filed on Dec 12, 2018

Organization Profile
50 Puu Anoano Street 1201Lahaina, HI 96761

(808) 280-2607

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

64th percentile

9.9%

Higher net margin than 64% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

79th percentile

$2,000

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

45th percentile

-0.7%

Faster asset growth than 45% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

89th percentile

66%

Faster revenue growth than 89% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$369,592

Down $2,542 (-0.7%) from 2017

Net Assets

Down

$369,592

Down $2,542 (-0.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin64th percentile

Revenue

Up

$59,579

Up $23,755 (+66%) from 2017

Expenses

Up

$53,686

Up $9,442 (+21%) from 2017

Net Income

Up

$5,893

Up $14,313 (+170%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2016: $362,773Liabilities 2016: $0Net Assets 2016: $362,7732016Assets 2017: $372,134Liabilities 2017: $0Net Assets 2017: $372,1342017Assets 2018: $369,592Liabilities 2018: $0Net Assets 2018: $369,5922018Assets 2019: $370,689Liabilities 2019: $0Net Assets 2019: $370,6892019Assets 2020: $355,792Liabilities 2020: $0Net Assets 2020: $355,7922020Assets 2021: $350,584Liabilities 2021: $10,000Net Assets 2021: $340,5842021Assets 2022: $341,270Liabilities 2022: $12,000Net Assets 2022: $329,2702022Assets 2023: $304,683Liabilities 2023: $12,000Net Assets 2023: $292,6832023Assets 2024: $256,527Liabilities 2024: $12,000Net Assets 2024: $244,5272024Assets 2025: $263,914Liabilities 2025: $12,000Net Assets 2025: $251,9142025

Highlighted filing

2018

Assets$369,592
Liabilities$0
Net Assets$369,592
Open 2018 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2016: $34,856Expenses 2016: $52,622Net Income 2016: -$17,7662016Revenue 2017: $35,824Expenses 2017: $44,244Net Income 2017: -$8,4202017Revenue 2018: $59,579Expenses 2018: $53,686Net Income 2018: $5,8932018Revenue 2019: $33,140Expenses 2019: $21,903Net Income 2019: $11,2372019Revenue 2020: $6,636Expenses 2020: $21,533Net Income 2020: -$14,8972020Revenue 2021: $20,734Expenses 2021: $35,942Net Income 2021: -$15,2082021Revenue 2022: $33,641Expenses 2022: $45,463Net Income 2022: -$11,8222022Revenue 2023: $16,661Expenses 2023: $55,093Net Income 2023: -$38,4322023Revenue 2024: $11,882Expenses 2024: $59,691Net Income 2024: -$47,8092024Revenue 2025: $70,088Expenses 2025: $63,106Net Income 2025: $6,9822025

Highlighted filing

2018

Revenue$59,579
Expenses$53,686
Net Income$5,893
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Dec 12, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN B MERRILLDirector-$0$2,000$2,000
MARK B MERRILLDirector-$0--
SCOTT B MERRILLDirector-$0--
Filing and Contact Details

Filer

Filer Name
Paul & Irene Buehner -
EIN
26-0272154
Phone
8082802607
Address
50 PUU ANOANO STREET 1201, LAHAINA, HI 96761

Signing Officer

Name
Joan B Merrill
Title
Director
Phone
8086676608
Signed
2018-12-12
Discuss with paid preparer
Yes

Preparer

Firm
Kawahara Hu LLC
Address
77 HOOKELE ST FL 3, KAHULUI, HI 96732
Preparer
Thomas a Marino
Phone
8082445531
Raw XML Appendix364 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd096761
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0UT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08082802607
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0CONTRIBUTIONS TO PUBLIC CHARITIES - SEE PART XV OF RETURN FOR DETAILS REGARDING DONEES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt045092
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS MUST BE SUBMITTED IN WRITING AND MUST CONTAIN CERTIFICATION OF IRC 501(C)(3) STATUS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JOAN B MERRILL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08086676608
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt050 PUU ANOANO STREET 1201
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LAHAINA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0HI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd096761
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0DISCRETIONARY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NOT SPECIFIED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt318900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45942
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0IMPROVE GRANITE SCHOOL DIST COMMUNIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CATASTROPHIC MEDICAL BILL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT PROSELYTIZING MISSION ABROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PROVIDE SECULAR, RELIGIOUS EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4EDUCATION W/EMPHASIS ON CIVIC DUTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GRANITE EDUCATION FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HELPHOPELIVE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CHURCH OF JESUS CHRIST OF LDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SACRED HEARTS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4MAUI PREPARATORY ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0HIGHLAND 26 WARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02500 SOUTH STATE ST D-108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1100 MATSONFORD RD STE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt29600 N 6800 WEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3239 DICKENSON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44910 HONOAPIILANI HWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RADNOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HIGHLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LAHAINA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LAHAINA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119087
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd284062
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3967611204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd496761
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045092
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt023197
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023197
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012965
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt020456
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08469
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt061668
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02116981
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02116981
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0125453
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt021895
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012965
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt020456
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08469
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt061668
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045092
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt021895
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02242434
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02220539
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt08435
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FISCAL YEAR TO CALENDAR YEAR DIFFERENCES
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt0199002
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0GRAMERCY LLC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03491
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03491
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0439
TaxesSchedule/TaxesDetail/Amt0439
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN B MERRILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08086676608
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAUL & IRENE BUEHNER -
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JOAN B MERRILL FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0260272154
ReturnHeader/Filer/PhoneNum08082802607
ReturnHeader/Filer/USAddress/AddressLine1Txt050 PUU ANOANO STREET 1201
ReturnHeader/Filer/USAddress/CityNm0LAHAINA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096761
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FD35D3361013BECD5074789C6704DD616CC57F25
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06942DBE293EE23EAAFB65441E4C497608E5EF7E2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-12-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:10:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271496241
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KAWAHARA HU LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt077 HOOKELE ST FL 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KAHULUI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096732
ReturnHeader/PreparerPersonGrp/PhoneNum08082445531
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS A MARINO
ReturnHeader/ReturnTs02018-12-12T11:10:07-10:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$369,592
Liabilities
$0
Net assets
$369,592
Revenue
$59,579
Expenses
$53,686
Net income
$5,893
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.64$0.12$2.52$0.70$0.63$0.07
2024Detailed filing. Detailed filing data is available for this year.$2.57$0.12$2.45$0.12$0.60$0.48
2023Detailed filing. Detailed filing data is available for this year.$3.05$0.12$2.93$0.17$0.55$0.38
2022Detailed filing. Detailed filing data is available for this year.$3.41$0.12$3.29$0.34$0.45$0.12
2021Detailed filing. Detailed filing data is available for this year.$3.51$0.10$3.41$0.21$0.36$0.15
2020Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.07$0.22$0.15
2019Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.33$0.22$0.11
2018Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.60$0.54$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.36$0.44$0.08
2016Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.35$0.53$0.18