Civic Intelligence

Rotary Club of South

EIN 27-1406239 • 501(c)3 • Hilo, HI

Profile

The rotary club of south hilo foundation's mission is to assist in the implementation of programs which encourage, extend and promote charitable purposes of rotary international through community and international service.

PO Box 6173Hilo, HI 96720

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2019

Net Margin

75th percentile

22%

Higher net margin than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

75th percentile

19%

Faster asset growth than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

32nd percentile

-22%

Faster revenue growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$166,236

Up $26,900 (+19%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$166,236

Up $26,900 (+19%) from 2018

Revenue

Down

$41,696

Down $11,546 (-22%) from 2018

Expenses

Down

$32,731

Down $10,867 (-25%) from 2018

Net Income

Down

$8,965

Down $679 (-7.0%) from 2018

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2015: $94,071Net Assets 2015: $94,0712015Assets 2016: $116,468Net Assets 2016: $116,4682016Assets 2017: $143,580Net Assets 2017: $143,5802017Assets 2018: $139,336Net Assets 2018: $139,3362018Assets 2019: $166,236Net Assets 2019: $166,2362019

Highlighted filing

2019

Assets$166,236
Liabilities-
Net Assets$166,236

Operations Trend

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

$60K$40K$20K$0Revenue 2015: $42,477Expenses 2015: $16,500Net Income 2015: $25,9772015Revenue 2016: $54,696Expenses 2016: $33,484Net Income 2016: $21,2122016Revenue 2017: $56,865Expenses 2017: $34,670Net Income 2017: $22,1952017Revenue 2018: $53,242Expenses 2018: $43,598Net Income 2018: $9,6442018Revenue 2019: $41,696Expenses 2019: $32,731Net Income 2019: $8,9652019

Highlighted filing

2019

Revenue$41,696
Expenses$32,731
Net Income$8,965

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 23, 2020
Return Version
2019v5.0
Gross Receipts
$58,711
Mission and Program Overview

Mission

The rotary club of south hilo foundation's mission is to assist in the implementation of programs which encourage, extend and promote charitable purposes of rotary international through community and international service.

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
SEE SCHEDULE O$31,214$32,731
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
IRIS PARKPresident-$0--
PAUL FENGVice Preside-$0--
PATRICK AIONA JRSecretary-$0--
GARTH YAMANAKATreasurer-$0--
IOANA AGASAAssistant Tr-$0--
THOMAS ENGLISHDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hilo Huli Fundr$52,084$26,464$9,218$17,246
Total Events$52,084$26,464$17,015$9,449
Filing and Contact Details

Filer

Filer Name
Rotary Club of South Hilo
EIN
27-1406239
Phone
8089812405
Address
PO BOX 6173, HILO, HI 96720

Signing Officer

Name
Patrick Aiona Jr
Title
Secretary
Phone
8089812405
Signed
2020-10-23

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-ez, Part I, Line 10

Name: hilo medical center cash contribution: 10,000 name: boys & girls club of hilo cash contribution: 10,000

Form 990-ez, Part I, Line 16

Expenses office 1,517 total 1,517

Form 990-ez, Part I, Line 20

Unrealized gain in fmv of investments 17,935

Form 990-ez, Part III

Primary exempt purpose: the rotary club of south hilo foundation's mission is to assist in the implementation of programs which encourage, extend, and promote charitable purposes of rotary international through community and international service. Line 28 - first accomplishment the foundation's sole program service is to provide funds and/or manpower to community, state, or international nonprofits in furtherance of their exempt purposes. In 2019, the foundation assisted the following: rotary club of south hilo service projects: dictionary project 360 rotary youth leadership academy (ryla) 1,500 total cost of club projects 1,860 grants & donations: hawaii rotary youth foundation 2,500 hilo medical center 10,000 kuikahi mediation center 500 boys & girls club of hilo 10,000 rotary district 5000 projects 1,371 rotary international polio plus 2,500 rotary int foundation global grants 983 scholarships 1,500 total cost of grants & donations 29,354 total 31,214

Raw XML Appendix174 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/PersonNm0IOANA AGASA
IRS990EZ/BooksInCareOfDetail/PhoneNum08089812405
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 6173
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HILO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0HI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd096720
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0139336
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0166236
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt027910
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08965
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0139336
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0166236
IRS990EZ/FundraisingGrossIncomeAmt026464
IRS990EZ/GrantsAndSimilarAmountsPaidAmt031214
IRS990EZ/GrossReceiptsAmt058711
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04337
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0139336
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0166236
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0139336
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0166236
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0IRIS PARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL FENG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PATRICK AIONA JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GARTH YAMANAKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4IOANA AGASA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5THOMAS ENGLISH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ASSISTANT TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt017935
IRS990EZ/OtherExpensesTotalAmt01517
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt031214
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032731
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017015
IRS990EZ/SpecialEventsNetIncomeLossAmt09449
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0HI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032731
IRS990EZ/TotalProgramServiceExpensesAmt032731
IRS990EZ/TotalRevenueAmt041696
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt027910
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt034839
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt034922
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt038784
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt028956
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0165411
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04337
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08339
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06006
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01746
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03416
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt023844
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.66440
IRS990ScheduleA/PublicSupportPY170Pct00.69620
IRS990ScheduleA/PublicSupportTotal170Amt0165411
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt027910
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt034839
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt034922
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt038784
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt028956
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0165411
IRS990ScheduleA/TotalSupportAmt0248976
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt09449
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt010064
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt015937
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt014166
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt010105
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt059721
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt025620
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt025620
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017015
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HILO HULI FUNDR
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05641
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05641
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt052084
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052084
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026464
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt026464
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09449
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09218
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09218
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02156
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: HILO MEDICAL CENTER CASH CONTRIBUTION: 10,000 NAME: BOYS & GIRLS CLUB OF HILO CASH CONTRIBUTION: 10,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 1,517 TOTAL 1,517
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAIN IN FMV OF INVESTMENTS 17,935
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIMARY EXEMPT PURPOSE: THE ROTARY CLUB OF SOUTH HILO FOUNDATION'S MISSION IS TO ASSIST IN THE IMPLEMENTATION OF PROGRAMS WHICH ENCOURAGE, EXTEND, AND PROMOTE CHARITABLE PURPOSES OF ROTARY INTERNATIONAL THROUGH COMMUNITY AND INTERNATIONAL SERVICE. LINE 28 - FIRST ACCOMPLISHMENT THE FOUNDATION'S SOLE PROGRAM SERVICE IS TO PROVIDE FUNDS AND/OR MANPOWER TO COMMUNITY, STATE, OR INTERNATIONAL NONPROFITS IN FURTHERANCE OF THEIR EXEMPT PURPOSES. IN 2019, THE FOUNDATION ASSISTED THE FOLLOWING: ROTARY CLUB OF SOUTH HILO SERVICE PROJECTS: DICTIONARY PROJECT 360 ROTARY YOUTH LEADERSHIP ACADEMY (RYLA) 1,500 TOTAL COST OF CLUB PROJECTS 1,860 GRANTS & DONATIONS: HAWAII ROTARY YOUTH FOUNDATION 2,500 HILO MEDICAL CENTER 10,000 KUIKAHI MEDIATION CENTER 500 BOYS & GIRLS CLUB OF HILO 10,000 ROTARY DISTRICT 5000 PROJECTS 1,371 ROTARY INTERNATIONAL POLIO PLUS 2,500 ROTARY INT FOUNDATION GLOBAL GRANTS 983 SCHOLARSHIPS 1,500 TOTAL COST OF GRANTS & DONATIONS 29,354 TOTAL 31,214
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK AIONA JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08089812405
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF SOUTH HILO
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0271406239
ReturnHeader/Filer/PhoneNum08089812405
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6173
ReturnHeader/Filer/USAddress/CityNm0HILO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096720
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FEC914D1BC15D1521C2322815C8FAF5823C209F8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09E144AA6AF21A8235C0C26CAF6FDAB7A4F7147E5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.165.38.202
ReturnHeader/FilingSecurityInformation/IPDt02020-11-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm019:27:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0651203311
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIKOFF COMBS & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01001 BISHOP STREET SUITE 2760
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HONOLULU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0968133486
ReturnHeader/PreparerPersonGrp/PhoneNum08087911414
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHA LEE COMBS
ReturnHeader/ReturnTs02020-11-02T19:27:49-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits