Civic Intelligence

The Colleen F Inouye MD and Frank R Baum MD Foundation Trust

990PF • Fiscal year 2013 • EIN 27-4217519

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 27, 2014

Organization Profile
200 Kalepa Place Suite 10096732

(808) 871-7116

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

21st percentile

-17%

Higher net margin than 21% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

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.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

5th percentile

-66%

Faster asset growth than 5% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$5,541

Down $10,680 (-66%) from 2012

Net Assets

Down

$5,541

Down $10,680 (-66%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin21st percentile

Revenue

$64,539

No earlier filing loaded for comparison.

Expenses

Up

$75,219

Up $2,553 (+3.5%) from 2012

Net Income

-$10,680

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $17,347Liabilities 2011: $0Net Assets 2011: $17,3472011Assets 2012: $16,221Liabilities 2012: $0Net Assets 2012: $16,2212012Assets 2013: $5,541Liabilities 2013: $0Net Assets 2013: $5,5412013Assets 2014: $4,642Liabilities 2014: $0Net Assets 2014: $4,6422014Assets 2015: $11,893Liabilities 2015: $0Net Assets 2015: $11,8932015Assets 2016: $11,144Liabilities 2016: $0Net Assets 2016: $11,1442016Assets 2017: $10,397Liabilities 2017: $0Net Assets 2017: $10,3972017Assets 2018: $9,658Liabilities 2018: $0Net Assets 2018: $9,6582018Assets 2019: $9,669Liabilities 2019: $0Net Assets 2019: $9,6692019Assets 2020: $8,920Liabilities 2020: $0Net Assets 2020: $8,9202020Assets 2021: $8,171Liabilities 2021: $0Net Assets 2021: $8,1712021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2013

Assets$5,541
Liabilities$0
Net Assets$5,541
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $72,1932011Expenses 2012: $72,6662012Revenue 2013: $64,539Expenses 2013: $75,219Net Income 2013: -$10,6802013Revenue 2014: $75,539Expenses 2014: $76,438Net Income 2014: -$8992014Revenue 2015: $80,539Expenses 2015: $73,288Net Income 2015: $7,2512015Revenue 2016: $64,539Expenses 2016: $65,288Net Income 2016: -$7492016Revenue 2017: $64,555Expenses 2017: $65,302Net Income 2017: -$7472017Revenue 2018: $64,613Expenses 2018: $65,352Net Income 2018: -$7392018Revenue 2019: $64,697Expenses 2019: $64,686Net Income 2019: $112019Revenue 2020: $61,830Expenses 2020: $62,579Net Income 2020: -$7492020Revenue 2021: $61,701Expenses 2021: $62,450Net Income 2021: -$7492021Revenue 2022: $644,763Expenses 2022: $652,934Net Income 2022: -$8,1712022

Highlighted filing

2013

Revenue$64,539
Expenses$75,219
Net Income-$10,680
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 27, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK R BAUMPresident/Trustee-$0--
COLLEEN F INOUYEVice President/Trustee-$0--
JASON I BAUMSecretary/Trustee-$0--
RICHARD C DRAYSONTrustee-$0--
GREGORY K CHOUTrustee-$0--
KYOKO Y KIMURATrustee-$0--
Filing and Contact Details

Filer

EIN
27-4217519
Phone
8088717116

Signing Officer

Name
Frank R Baum
Title
President
Phone
8088717116
Signed
2014-08-27
Discuss with paid preparer
Yes

Preparer

Preparer
Lisa M T Yoshida
Phone
8082443785
Raw XML Appendix337 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/NetInvestmentIncomeAmt01025
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FRANK R BAUM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1COLLEEN F INOUYE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JASON I BAUM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3RICHARD C DRAYSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4GREGORY K CHOU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5KYOKO Y KIMURA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt09000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0VALEDICTORIAN AWARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0MAUI HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10660 S LONO AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0KAHULUI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode096732
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09000
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/AppliedToCurrentYearAmt01537
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01537
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04907
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06541
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt019417
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07969
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04907
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06541
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09506
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07969
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt019417
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011448
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0FRANK R BAUM AND COLLEEN F INOUYE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10200 KALEPA PLACE SUITE 100
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0KAHULUI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0HI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode096732
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt064538
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LIFE INSURANCE PREMIUMS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2506
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt064538
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt064538
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2506
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0FRANK R BAUM
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1COLLEEN F INOUYE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine10200 KALEPA PLACE SUITE 100
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine11200 KALEPA PLACE SUITE 100
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/City0KAHULUI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/City1KAHULUI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/State0HI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/State1HI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCode096732
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCode196732
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK R BAUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08088717116
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-27
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE COLLEEN F INOUYE MD AND FRANK R BAUM
ReturnHeader/Filer/BusinessName/BusinessNameLine20MD FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0COLL
ReturnHeader/Filer/EIN0274217519
ReturnHeader/Filer/PhoneNum08088717116
ReturnHeader/Filer/USAddress/AddressLine10200 KALEPA PLACE SUITE 100
ReturnHeader/Filer/USAddress/City0KAHULUI
ReturnHeader/Filer/USAddress/State0HI
ReturnHeader/Filer/USAddress/ZIPCode096732
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0990343386
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10TOMA & DRAYSON CPA'S LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1030 MALUHIA DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WAILUKU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode096793
ReturnHeader/PreparerPersonGrp/PhoneNum08082443785
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA M T YOSHIDA
ReturnHeader/ReturnTs02014-08-27T20:52:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,541
Liabilities
$0
Net assets
$5,541
Revenue
$64,539
Expenses
$75,219
Net income
-$10,680
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$6.45$6.53$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.62$0.62$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.62$0.63$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.65$0.65$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.65$0.65$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.65$0.65$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.65$0.65$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.81$0.73$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.76$0.76$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.65$0.75$0.11
2012Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.73
2011Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.72