Civic Intelligence

The Caregiver Foundation

EIN 26-2548300 • 501(c)3 • Pearl City, HI

Profile

To provide support practical and emothional support to caregivers and individuals needing care, both senors and disabled adults. We accomplish this mission through a variety of services and support efforts ranging from sponsoring caregiver support groups, through care coordination, fiducuary services up to court-appointed guardian and conservator positions.

926 3rd StreetPearl City, HI 96782

www.thecaregiverfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

46th percentile

0.05x

Higher debt load relative to assets than 46% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.11x

Higher debt load relative to revenue than 55% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

79th percentile

27%

Higher net margin than 79% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

65th percentile

10.0%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

54th percentile

9.4%

Faster revenue growth than 54% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$3,054,675

Up $223,223 (+7.9%) from 2023

Liabilities

Down

$150,107

Down $77,833 (-34%) from 2023

Net Assets

Up

$2,904,568

Up $301,056 (+12%) from 2023

Operations
Liabilities / Revenue55th percentileNet Margin79th percentile

Revenue

Up

$1,392,017

Up $130,042 (+10%) from 2023

Expenses

Up

$1,019,141

Up $63,252 (+6.6%) from 2023

Net Income

Up

$372,876

Up $66,790 (+22%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $118,079Liabilities 2013: $6,039Net Assets 2013: $112,0402013Assets 2014: $369,253Liabilities 2014: $8,277Net Assets 2014: $360,9762014Assets 2015: $512,227Liabilities 2015: $8,443Net Assets 2015: $503,7842015Assets 2016: $662,108Liabilities 2016: $7,367Net Assets 2016: $654,7412016Assets 2017: $981,326Liabilities 2017: $12,772Net Assets 2017: $968,5542017Assets 2018: $1,309,429Liabilities 2018: $23,234Net Assets 2018: $1,286,1952018Assets 2019: $1,965,688Liabilities 2019: $573,019Net Assets 2019: $1,392,6692019Assets 2020: $2,472,396Liabilities 2020: $770,107Net Assets 2020: $1,702,2892020Assets 2021: $2,370,901Liabilities 2021: $445,899Net Assets 2021: $1,925,0022021Assets 2022: $2,525,307Liabilities 2022: $227,881Net Assets 2022: $2,297,4262022Assets 2023: $2,831,452Liabilities 2023: $227,940Net Assets 2023: $2,603,5122023Assets 2024: $3,054,675Liabilities 2024: $150,107Net Assets 2024: $2,904,5682024

Highlighted filing

2024

Assets$3,054,675
Liabilities$150,107
Net Assets$2,904,568
Open 2024 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0Revenue 2013: $294,457Expenses 2013: $264,854Net Income 2013: $29,6032013Revenue 2014: $495,559Expenses 2014: $278,361Net Income 2014: $217,1982014Revenue 2015: $514,820Expenses 2015: $395,503Net Income 2015: $119,3172015Revenue 2016: $562,030Expenses 2016: $411,073Net Income 2016: $150,9572016Revenue 2017: $775,029Expenses 2017: $482,551Net Income 2017: $292,4782017Revenue 2018: $788,881Expenses 2018: $491,000Net Income 2018: $297,8812018Revenue 2019: $677,743Expenses 2019: $571,577Net Income 2019: $106,1662019Revenue 2020: $921,595Expenses 2020: $611,975Net Income 2020: $309,6202020Revenue 2021: $933,368Expenses 2021: $710,655Net Income 2021: $222,7132021Revenue 2022: $1,162,847Expenses 2022: $790,423Net Income 2022: $372,4242022Revenue 2023: $1,261,975Expenses 2023: $955,889Net Income 2023: $306,0862023Revenue 2024: $1,392,017Expenses 2024: $1,019,141Net Income 2024: $372,8762024

Highlighted filing

2024

Revenue$1,392,017
Expenses$1,019,141
Net Income$372,876
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$3,054,675
Liabilities
$150,107
Net assets
$2,904,568
Revenue
$1,392,017
Expenses
$1,019,141
Net income
$372,876
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.05$0.15$2.90$1.39$1.02$0.37
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.23$2.60$1.26$0.96$0.31
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.53$0.23$2.30$1.16$0.79$0.37
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.45$1.93$0.93$0.71$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.47$0.77$1.70$0.92$0.61$0.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.57$1.39$0.68$0.57$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.02$1.29$0.79$0.49$0.30
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.01$0.97$0.78$0.48$0.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.01$0.65$0.56$0.41$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.51$0.01$0.50$0.51$0.40$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.01$0.36$0.50$0.28$0.22
2013Detailed filing. Detailed filing data is available for this year.$0.12$0.01$0.11$0.29$0.26$0.03
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$2,085,329
Mission and Program Overview

Mission

To provide practical and emotional support to caregivers and individuals needing care, both seniors and disabled adults. We accomplish this mission through a variety of services and support efforts ranging from sponsoring caregiving support groups, through comprehensive care coordinatior, fiducuary services up to court-appointed guardian and conservator positions.

Providing practical and emotional support to seniors, adults living with disabilities, and their caregivers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,164,924$1,250,582▲ $85,658
Land, Buildings, and Equipment, Net$880,762$893,144▲ $12,382
Cash and Non-Interest-Bearing Accounts$202,645$330,603▲ $127,958
Savings and Temporary Cash Investments$41,169$34,004▼ $7,165
Accounts Receivable$81,401$16,974▼ $64,427
Total Assets$2,370,901$2,525,307▲ $154,406
Liabilities
Mortgage Notes Payable Secured by Investment Property$419,627$196,244▼ $223,383
Other Liabilities$26,272$31,637▲ $5,365
Total Liabilities$445,899$227,881▼ $218,018
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,925,002$2,297,426▲ $372,424
Total Net Assets Fund Balance$1,925,002$2,297,426▲ $372,424
Total Liabilities and Net Assets / Fund Balance$2,370,901$2,525,307▲ $154,406

Asset Categories

AssetBook ValueDepreciationBasis
Land$492,161-$492,161
Buildings$257,941$25,095$283,036
Other Land Buildings$139,497$38,921$178,418
Equipment$3,545$12,721$16,266
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gary PowellPresidentFT$171,275$28,371$199,646

Board Members and Trustees

NameTitle
Clarence LiuDirector
Dr Aida WenDirector
Dr Pokii BalazDirector
Dr Thomas HardingDirector
Eleanor OtakeDirector
Emelyn KimDirector
Janell IsraelDirector
Liane BriggsDirector
Lourdes MarceloDirector
Sharlyn MiyaharaDirector
Christine GoSecretary
Kathy WyattTreasurer
Brandon LauVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$84,668
Program Service Revenue
$944,098
Investment Income
$105,787
Other Revenue
$28,294
All Other Contributions
$77,148
Change in Net Assets
$372,424
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$590,550
Other Expenses$188,173
Total Fundraising Expense$23,167
Grants and Similar Amounts Paid$11,700
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$196,486$49,851-$246,337
Current Officers, Directors, Trustees, and Key Employees$163,710$15,972$19,964$199,646
Other Salaries and Wages$91,824--$91,824
Payroll Taxes$32,341$5,065$1,559$38,965
Office Expenses$19,819$1,722-$21,541
Depreciation Depletion$20,118$528$264$20,910
Occupancy$14,234$1,582-$15,816
Fees for Services Other$11,321$2,255$1,380$14,956
Other Employee Benefits$13,778--$13,778
Fees for Service Investment Mgmnt Fees-$12,961-$12,961
Information Technology$12,272$646-$12,918
Insurance$10,956$1,933-$12,889
Grants to Domestic Individuals$11,700--$11,700
Advertising$9,238$322-$9,560
Interest$8,117--$8,117
Travel$8,085--$8,085
Fees for Services Accounting-$6,492-$6,492
Other Expenses$4,843$538-$5,381
Fees for Services Legal$4,351--$4,351
All Other Expenses$161$139-$300
Total Functional Expenses$666,085$101,171$23,167$790,423
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$47,047
Fundraising Direct Expenses$18,753
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Na Lei Alohiloh$54,567$47,047$5,164$41,883
Total Events$54,567$47,047$18,753$28,294
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Masako PowellFamily MemberEmployee WagesNo$102,442
Alena a PowellFamily MemberEmployee WagesNo$64,361
Kaoru a PowellFamily MemberEmployee WagesNo$30,822
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Client Deposits$31,637
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Masako powell wife of president gary powell kaoru a. Powell daughter of president powell”

Form 990, Page 6, Part VI, Line 11B

“A pdf of the form 990 is provided to each of the board members. They have a week to review, comment, and request more information should they have questions. Then the return is filed if no changes are needed.”

Form 990, Page 6, Part VI, Line 12C

“The organization has a written conflict of interest policy. It calls for the disclosure of any transactions or business relationship with the caregiver foundation and subsequent recusal of that party from voting or discussing any related issues to the transaction or business relationship, and a ban on using any form of influence in these matters. The president monitors all contracts, orders, and service agreements to determine if its policy is applicable.”

Form 990, Page 6, Part VI, Line 15A

“Compensation for the president was established by contract after a review of comparative salaries was conducted by the treasurer. It is considered to be a reasonable figure. In addition to a survey of other hawaii based nonprofit organization's form 990s and a review by the board of directors.”

Form 990, Page 6, Part VI, Line 15B

“Other salaries are determined by the president and reviewed annually by the board of directors.”

Form 990, Page 6, Part VI, Line 19

“All governing documents, policy for conflict of interest, and financial statements are provided at request.”

Filing and Contact Details

Filer

Filer Name
The Caregiver Foundation
EIN
26-2548300
Phone
8086253782
Address
926 3RD STREET, PEARL CITY, HI 96782

Signing Officer

Name
Gary Powell
Title
President
Phone
8086253782
Signed
2023-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Powell
Formed
2008
Legal Domicile
Hi
Voting Board Members
14
Independent Board Members
14
Employees
7
Volunteers
23

Preparer

Firm
Wikoff Combs & Co LLC
Address
1001 BISHOP STREET SUITE 2760, HONOLULU, HI 96813-3486
Preparer
Catha Lee Combs
Phone
8087911414
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Providing practical and emotional support to seniors, disabled adults and their caregivers. This is accomplished through a variety of services and support efforts such as sponsoring educational workshops, sponsoring support groups, providing fiduciary services, and care coordination services.”

Raw XML AppendixShowing 400 of 566 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.

Path#Value
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IRS990/AccountsReceivableGrp/EOYAmt016974
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IRS990/ActivityOrMissionDesc0PROVIDING PRACTICAL AND EMOTIONAL SUPPORT TO SENIORS, ADULTS LIVING WITH DISABILITIES, AND THEIR CAREGIVERS.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0322
IRS990/AdvertisingGrp/ProgramServicesAmt09238
IRS990/AdvertisingGrp/TotalAmt09560
IRS990/AllOtherContributionsAmt077148
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IRS990/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum08086253782
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0926 3RD STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0PEARL CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0HI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd096782
IRS990/BusinessRlnWith35CtrlEntInd0false
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IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0199646
IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt049851
IRS990/CompDisqualPersonsGrp/ProgramServicesAmt0196486
IRS990/CompDisqualPersonsGrp/TotalAmt0246337
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt07520
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt084668
IRS990/CYGrantsAndSimilarPaidAmt011700
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IRS990/CYOtherRevenueAmt028294
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IRS990/CYTotalRevenueAmt01162847
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt0264
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0528
IRS990/DepreciationDepletionGrp/ProgramServicesAmt020118
IRS990/DepreciationDepletionGrp/TotalAmt020910
IRS990/Desc0CARE MANAGEMENT SERVICES PROVIDE A CENTRALIZED POINT OF MANAGEMENT FOR HEALTH, FINANCIAL, LEGAL AND ROUTINE LIFE MANAGEMENT RELATED ACTIVITIES. AS WITH ALL ASPECTS OF SUPPORT AND SERVICE, THERE IS SUBSTANTIAL OVERLAP IN APPLICATION.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
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IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0503284
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IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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