Civic Intelligence

The Stephen E and Isabella H Stevens World Peace Foundation

990PF • Fiscal year 2016 • EIN 26-6285459

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 25, 2017

1003 Bishop Street No 1200Honolulu, HI 96813

(808) 394-8120

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

12th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

3rd percentile

-226%

Higher net margin than 3% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

18th percentile

-4.7%

Faster asset growth than 18% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-93%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Down

$10,580,660

Down $522,541 (-4.7%) from 2015

Net Assets

Down

$10,580,660

Down $522,541 (-4.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$227,816

Down $2,957,061 (-93%) from 2015

Expenses

Up

$742,245

Up $466,758 (+169%) from 2015

Net Income

Down

-$514,429

Down $3,423,819 (-118%) from 2015

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $94,350Liabilities 2010: $0Net Assets 2010: $94,3502010Assets 2013: $2,545,971Liabilities 2013: $0Net Assets 2013: $2,545,9712013Assets 2014: $8,217,108Liabilities 2014: $0Net Assets 2014: $8,217,1082014Assets 2015: $11,103,201Liabilities 2015: $0Net Assets 2015: $11,103,2012015Assets 2016: $10,580,660Liabilities 2016: $0Net Assets 2016: $10,580,6602016Assets 2017: $10,457,089Liabilities 2017: $0Net Assets 2017: $10,457,0892017Assets 2018: $11,382,255Liabilities 2018: $0Net Assets 2018: $11,382,2552018Assets 2019: $11,287,721Liabilities 2019: $0Net Assets 2019: $11,287,7212019Assets 2020: $6,360,175Liabilities 2020: $0Net Assets 2020: $6,360,1752020Assets 2021: $6,160,103Liabilities 2021: $0Net Assets 2021: $6,160,1032021Assets 2022: $6,218,477Liabilities 2022: $16,938Net Assets 2022: $6,201,5392022Assets 2023: $6,137,810Liabilities 2023: $0Net Assets 2023: $6,137,8102023Assets 2024: $6,287,722Liabilities 2024: $0Net Assets 2024: $6,287,7222024

Highlighted filing

2016

Assets$10,580,660
Liabilities$0
Net Assets$10,580,660

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $29,1352010Revenue 2013: $2,518,018Expenses 2013: $158,542Net Income 2013: $2,359,4762013Revenue 2014: $5,934,471Expenses 2014: $263,334Net Income 2014: $5,671,1372014Revenue 2015: $3,184,877Expenses 2015: $275,487Net Income 2015: $2,909,3902015Revenue 2016: $227,816Expenses 2016: $742,245Net Income 2016: -$514,4292016Revenue 2017: $486,044Expenses 2017: $608,814Net Income 2017: -$122,7702017Revenue 2018: $1,876,120Expenses 2018: $948,122Net Income 2018: $927,9982018Revenue 2019: $476,094Expenses 2019: $592,121Net Income 2019: -$116,0272019Revenue 2020: -$3,847,843Expenses 2020: $966,622Net Income 2020: -$4,814,4652020Revenue 2021: -$76,517Expenses 2021: $238,798Net Income 2021: -$315,3152021Revenue 2022: $446,794Expenses 2022: $398,710Net Income 2022: $48,0842022Revenue 2023: $347,593Expenses 2023: $388,526Net Income 2023: -$40,9332023Revenue 2024: $716,037Expenses 2024: $524,785Net Income 2024: $191,2522024

Highlighted filing

2016

Revenue$227,816
Expenses$742,245
Net Income-$514,429
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 25, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TED RACHLINTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Stephen E and Isabella H Stevens
EIN
26-6285459
Phone
8083948120
Address
1003 Bishop Street No 1200, HONOLULU, HI 96813

Signing Officer

Name
Dr Stephen Stevens
Title
Trustee
Phone
8083948120
Signed
2017-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Gilford Sato & Associates Cpas Inc
Address
711 KAPIOLANI BLVD SUITE 1000, HONOLULU, HI 96813
Preparer
Joanne Hoe
Phone
8089428868
Raw XML Appendix381 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt08112
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IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE STATEMENT ATTACHED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0LYNN GOMEZ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08083946921
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01003 Bishop Street Apt 1200
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0HONOLULU
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0HI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd096813
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE STATEMENT ATTACHED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEE STATEMENT ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt240000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0STUDENT GLOBAL LEADERSHIP INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1THE DR. STEPHEN E. AND ISABELLA H. STEVENS INSTITUE FOR GLOBAL LEADERSHIP PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EMPOWERING YOUNG LEADERS GLOBALLY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Punahou School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1St ANDREWS PRIORY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PEACE CHILD INTERNATIONAL HAWAII
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0FUTURE BUSINESS CENTRE KINGS HEDGES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine2Txt0RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0UK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd0cb4 2hy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01601 Punahou St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1224 QUEEN EMMA SQ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Honolulu
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HONOLULU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd096822
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd196813
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0210000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0442253
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt096033
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0531403
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0538286
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt089150
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt096033
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt012934
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01790494
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt16565439
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2233904
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FIXED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1EQUITIES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2ALTERNATIVE INVESTMENTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02893095
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt16329390
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2391833
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02901234
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt16583296
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt2188583
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01880
OtherDecreasesSchedule/OtherDecreasesDetail/Amt16232
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFFERENCE IN INVESTMENT INCOME FROM NB 1099
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1DIFFERENCE IN INCOME FROM NB SEC OPP OFFSHORE FUND III LP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1GARDEN DEVELOPMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1199559
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2194
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3428
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1199559
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2337
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt35072
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01300
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CONFERENCE FEES
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01300
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt070546
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1106297
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CONTRACT SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt070546
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt02663
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02663
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR STEPHEN STEVENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08083948120
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE STEPHEN E AND ISABELLA H STEVENS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WORLD PEACE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0266285459
ReturnHeader/Filer/PhoneNum08083948120
ReturnHeader/Filer/USAddress/AddressLine1Txt01003 Bishop Street No 1200
ReturnHeader/Filer/USAddress/CityNm0HONOLULU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096813
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08C3A866E83EC752C146B9EB884D809489AD8D351
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.61.39.235
ReturnHeader/FilingSecurityInformation/IPDt02017-10-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0HS
ReturnHeader/FilingSecurityInformation/IPTm013:18:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0990312074
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GILFORD SATO & ASSOCIATES CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0711 KAPIOLANI BLVD SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HONOLULU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096813
ReturnHeader/PreparerPersonGrp/PhoneNum08089428868
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNE HOE
ReturnHeader/ReturnTs02017-10-30T19:39:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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