Civic Intelligence

Paul & Irene Buehner - Joan B Merrill Family Foundation

990PF • Fiscal year 2019 • EIN 26-0272154

Jun 01, 2018 to May 31, 2019 • Filed on Jan 18, 2020

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

85th percentile

34%

Higher net margin than 85% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

49th percentile

0.3%

Faster asset growth than 49% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

12th percentile

-44%

Faster revenue growth than 12% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$370,689

Up $1,097 (+0.3%) from 2018

Net Assets

Up

$370,689

Up $1,097 (+0.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin85th percentile

Revenue

Down

$33,140

Down $26,439 (-44%) from 2018

Expenses

Down

$21,903

Down $31,783 (-59%) from 2018

Net Income

Up

$11,237

Up $5,344 (+91%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2019

Assets$370,689
Liabilities$0
Net Assets$370,689
Open 2019 Filing

Operations Trend

Revenue Growth12th 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

2019

Revenue$33,140
Expenses$21,903
Net Income$11,237
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Jan 18, 2020
Return Version
2018v3.2
Compensation and Service Providers
Top Officer Pay77th percentile

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
50 PUU ANOANO STREET 1201, LAHAINA, HI 96761

Signing Officer

Name
Joan B Merrill
Title
Director
Phone
8086676608
Signed
2020-01-18
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 Appendix348 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/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
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/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/Expenses1Amt010200
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/Amt07200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT PROSELYTIZING MISSION ABROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PRIVATE RESEARCH UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHURCH OF JESUS CHRIST OF LDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BRIGHAM YOUNG UNIVERSITY-PROVO UT
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/AddressLine1Txt1270 CLYDE BUILDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HIGHLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PROVO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084062
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd184602
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010200
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/AppliedToCurrentYearAmt010200
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023994
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt013794
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt021895
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012965
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt020456
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08469
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt061668
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt013794
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt047874
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt063785
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt021895
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012965
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt020456
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08469
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010200
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0111659
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0125453
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt01597
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01597
OtherDecreasesSchedule/OtherDecreasesDetail/Amt010140
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FISCAL YEAR TO CALENDAR YEAR DIFFERENCES
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt0199002
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0GRAMERCY LLC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03724
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03724
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0771
TaxesSchedule/TaxesDetail/Amt0771
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN B MERRILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08086676608
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-18
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/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/PreparationDt02020-01-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS A MARINO
ReturnHeader/ReturnTs02020-01-21T19:53:01-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-06-01
ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$370,689
Liabilities
$0
Net assets
$370,689
Revenue
$33,140
Expenses
$21,903
Net income
$11,237
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