Civic Intelligence

Nakoa Foundation

990EZ • Fiscal year 2016 • EIN 27-0856575

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 21, 2017

Organization ProfileN/A
75-6081 Alii DriveKailua Kona, HI 96740

(808) 226-9329

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

97th percentile

79%

Higher net margin than 97% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$73,858

No earlier filing loaded for comparison.

Net Assets

$73,858

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin97th percentile

Revenue

$47,404

No earlier filing loaded for comparison.

Expenses

$10,167

No earlier filing loaded for comparison.

Net Income

$37,237

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2016: $73,858Net Assets 2016: $73,8582016Assets 2019: $61,189Net Assets 2019: $61,1892019Assets 2020: $102,725Liabilities 2020: $0Net Assets 2020: $102,7252020Assets 2021: $101,301Liabilities 2021: $0Net Assets 2021: $101,3012021Assets 2022: $71,019Liabilities 2022: $0Net Assets 2022: $71,0192022Assets 2023: $72,784Net Assets 2023: $72,7842023Assets 2024: $50,158Net Assets 2024: $50,1582024

Highlighted filing

2016

Assets$73,858
Liabilities-
Net Assets$73,858
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2016: $47,404Expenses 2016: $10,167Net Income 2016: $37,2372016Revenue 2019: $24,839Expenses 2019: $28,152Net Income 2019: -$3,3132019Revenue 2020: $202,401Expenses 2020: $164,151Net Income 2020: $38,2502020Revenue 2021: $20,600Expenses 2021: $21,910Net Income 2021: -$1,3102021Revenue 2022: $3,910Expenses 2022: $34,192Net Income 2022: -$30,2822022Revenue 2023: $24,440Expenses 2023: $22,675Net Income 2023: $1,7652023Revenue 2024: $13,150Expenses 2024: $35,777Net Income 2024: -$22,6272024

Highlighted filing

2016

Revenue$47,404
Expenses$10,167
Net Income$37,237
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 21, 2017
Return Version
2016v3.0
Gross Receipts
$47,404
Mission and Program Overview

Mission

CHILD MENTORING

Program Services

DescriptionGrantsExpenses
SEE ATTACHED-$10,167
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DALE A FERGERSTROMPres/DirectorPT$0--
SHARI JUMALONVP/DirectorPT$0--
ZARA NICHOLSONTreas/Sec/DirectorPT$0--
TONI SHATAUERDirectorPT$0--
ABEL AQUINO IIIDirectorPT$0--
KALANI NAKOADirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Nakoa Foundation
EIN
27-0856575
Phone
8082269329
Address
75-6081 Alii Drive, Kailua Kona, HI 96740

Signing Officer

Name
Dale Fergerstrom
Title
President
Phone
8082269329
Signed
2017-07-21

Preparer

Firm
Clarke & Associates LLC
Address
75-240 NANI KAILUA DR STE 5, KAILUA KONA, HI 96740
Preparer
David N Clarke CPA
Phone
8083318150
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“ADVERTISING 554.”

Form 990EZ, Part I, Line 16

“BANK CHARGES”

Form 990EZ, Part I, Line 16

“Business taxes & licenses 60.”

Form 990EZ, Part I, Line 16

“Business travel & meetings”

Form 990EZ, Part I, Line 16

“Equipment repairs & maintenance 278.”

Form 990EZ, Part I, Line 16

“FUEL”

Form 990EZ, Part I, Line 16

“INSURANCE 2508.”

Form 990EZ, Part I, Line 16

“IT 228.”

Form 990EZ, Part I, Line 16

“MEALS & ENTERTAINMENT”

Form 990EZ, Part I, Line 16

“OFFICE SUPPLIES”

Form 990EZ, Part I, Line 16

“PROGRAM SUPPLIES 2395.”

Form 990EZ, Part I, Line 16

“Supplies & equipment 2671.”

Form 990EZ, Part I, Line 16

“TELEPHONE”

Form 990EZ, Part I, Line 16

“TRANSPORTATION”

Form 990EZ, Part I, Line 16

“UNIFORMS”

Form 990EZ, Part II, Line 24

“Machinery & equipment 33473.”

Form 990EZ, Part II, Line 26

“LOANS”

Raw XML Appendix188 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ALEXANDER MCGUIRE
IRS990EZ/BooksInCareOfDetail/PhoneNum08082269329
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt075-6081 Alii Drive U106
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Kailua Kona
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0HI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd096740
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036621
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040385
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt045729
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt037237
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0889
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036621
IRS990EZ/Form990TotalAssetsGrp/EOYAmt073858
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt047404
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036621
IRS990EZ/NetAssetsOrFundBalancesEOYAmt073858
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036621
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt073858
IRS990EZ/OccupancyRentUtltsAndMaintAmt0584
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt27.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DALE A FERGERSTROM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHARI JUMALON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ZARA NICHOLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TONI SHATAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ABEL AQUINO III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KALANI NAKOA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRES/DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP/DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREAS/SEC/DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Dir
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt033473
IRS990EZ/OtherExpensesTotalAmt08694
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD MENTORING
IRS990EZ/ProgramServiceRevenueAmt01675
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE ATTACHED
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010167
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010167
IRS990EZ/TotalProgramServiceExpensesAmt010167
IRS990EZ/TotalRevenueAmt047404
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt045729
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt026577
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt030385
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt041265
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025970
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0169926
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01675
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt011905
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt019000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt030000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt062580
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0232506
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt047404
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt026577
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt042290
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt060265
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt055970
IRS990ScheduleA/Total509Grp/TotalAmt0232506
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0232506
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADVERTISING 554.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK CHARGES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BUSINESS TAXES & LICENSES 60.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BUSINESS TRAVEL & MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EQUIPMENT REPAIRS & MAINTENANCE 278.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FUEL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INSURANCE 2508.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7IT 228.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MEALS & ENTERTAINMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9OFFICE SUPPLIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PROGRAM SUPPLIES 2395.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SUPPLIES & EQUIPMENT 2671.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TELEPHONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13TRANSPORTATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14UNIFORMS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15MACHINERY & EQUIPMENT 33473.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16LOANS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DALE FERGERSTROM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08082269329
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAKOA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NAKO
ReturnHeader/Filer/EIN0270856575
ReturnHeader/Filer/PhoneNum08082269329
ReturnHeader/Filer/USAddress/AddressLine1Txt075-6081 Alii Drive
ReturnHeader/Filer/USAddress/CityNm0Kailua Kona
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096740
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0908576F95F8BCF22E6BC90E431D74ADF38B30565
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0908576F95F8BCF22E6BC90E431D74ADF38B30565
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId09911772017202005uxyr
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-07-21
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.173.8.220
ReturnHeader/FilingSecurityInformation/IPDt02018-04-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:02:16
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARKE & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt075-240 NANI KAILUA DR STE 5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KAILUA KONA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096740
ReturnHeader/PreparerPersonGrp/PhoneNum08083318150
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID N CLARKE CPA
ReturnHeader/ReturnTs02018-04-19T16:02:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,858
Liabilities
-
Net assets
$73,858
Revenue
$47,404
Expenses
$10,167
Net income
$37,237
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.50$0.50$0.13$0.36$0.23
2023Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.24$0.23$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.04$0.34$0.30
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.21$0.22$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$2.02$1.64$0.38
2019Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.25$0.28$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.74$0.74$0.47$0.10$0.37