Civic Intelligence

Paul & Irene Buehner - Joan B Merrill Family Foundation

990PF • Fiscal year 2020 • EIN 26-0272154

Jun 01, 2019 to May 31, 2020 • Filed on Nov 19, 2020

C/O 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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

6th percentile

-224%

Higher net margin than 6% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

36th percentile

-4.0%

Faster asset growth than 36% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

9th percentile

-80%

Faster revenue growth than 9% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$355,792

Down $14,897 (-4.0%) from 2019

Net Assets

Down

$355,792

Down $14,897 (-4.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$6,636

Down $26,504 (-80%) from 2019

Expenses

Down

$21,533

Down $370 (-1.7%) from 2019

Net Income

Down

-$14,897

Down $26,134 (-233%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$355,792
Liabilities$0
Net Assets$355,792

Operations Trend

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

2020

Revenue$6,636
Expenses$21,533
Net Income-$14,897
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Nov 19, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

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

Filer

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

Signing Officer

Name
Joan B Merrill
Title
Director
Signed
2020-11-19
Discuss with paid preparer
Yes

Preparer

Firm
Tom Marino CPA
Address
17 ILIAU WAY UNIT 17B, WAILUKU, HI 96793-3122
Preparer
Thomas a Marino
Phone
6196638297
Raw XML Appendix371 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0487656
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0475282
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0480485
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0481212
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0539158
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt010000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.348115
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt010000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt010000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt010000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOAN B MERRILL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt050 PUU ANOANO STREET 1201
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LAHAINA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0HI
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/Description2Txt0CONTRIBUTIONS TO PUBLIC CHARITIES - SEE PART XV OF RETURN FOR DETAILS REGARDING DONEES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt05000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt05000
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/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT PROSELYTIZING MISSION ABROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT SVCS - CATASTROPHIC INJURIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHURCH OF JESUS CHRIST OF LDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HELP HOPE LIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0HIGHLAND 26 WARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt09600 N 6800 WEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12 RADNOR CORPORATE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HIGHLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RADNOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084062
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119087
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
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/AppliedToCurrentYearAmt010000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023573
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt013573
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013794
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt021895
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt012965
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt020456
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt08469
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt013573
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt064006
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013794
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt021895
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt012965
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt015352
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt064006
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt077579
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0617
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0KIRTON MCCONKIE
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0617
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt0199002
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0GRAMERCY LLC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03527
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03527
TaxesSchedule/TaxesDetail/Amt0389
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX - PRIOR YEAR
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0389
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN B MERRILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-19
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/AddressLine1Txt0C/O 50 PUU ANOANO STREET 1201
ReturnHeader/Filer/USAddress/CityNm0LAHAINA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096761
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AFB5F2223C4B292A982AB18322EFE325887FE94D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BE573B1003BC3942F2FDD591F7266C3356E12CD4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.75.86.199
ReturnHeader/FilingSecurityInformation/IPDt02020-12-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm019:30:43
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TOM MARINO CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017 ILIAU WAY UNIT 17B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAILUKU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0967933122
ReturnHeader/PreparerPersonGrp/PhoneNum06196638297
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS A MARINO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-12-04T19:30:43-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

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