Civic Intelligence

Finance Factors Foundation

990PF • Fiscal year 2018 • EIN 31-1642776

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

1164 Bishop Street Rm/Ste 1089Honolulu, HI 96813-2815

(808) 548-3393

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Source year 2018

Revenue Growth

Score unavailable

No value available

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

Source year 2018

Assets

$1,469,402

No earlier filing loaded for comparison.

Net Assets

$1,469,402

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$153,321

No earlier filing loaded for comparison.

Expenses

$114,955

No earlier filing loaded for comparison.

Net Income

$38,366

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2018: $1,469,402Liabilities 2018: $0Net Assets 2018: $1,469,4022018Assets 2019: $1,433,949Liabilities 2019: $0Net Assets 2019: $1,433,9492019Assets 2020: $1,426,441Liabilities 2020: $0Net Assets 2020: $1,426,4412020Assets 2021: $1,485,315Liabilities 2021: $0Net Assets 2021: $1,485,3152021Assets 2022: $1,415,472Liabilities 2022: $0Net Assets 2022: $1,415,4722022Assets 2023: $1,527,632Liabilities 2023: $0Net Assets 2023: $1,527,6322023Assets 2024: $1,579,190Liabilities 2024: $0Net Assets 2024: $1,579,1902024

Highlighted filing

2018

Assets$1,469,402
Liabilities$0
Net Assets$1,469,402

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2018: $153,321Expenses 2018: $114,955Net Income 2018: $38,3662018Revenue 2019: $106,039Expenses 2019: $141,492Net Income 2019: -$35,4532019Revenue 2020: $95,867Expenses 2020: $103,375Net Income 2020: -$7,5082020Revenue 2021: $194,263Expenses 2021: $135,389Net Income 2021: $58,8742021Revenue 2022: $97,807Expenses 2022: $167,650Net Income 2022: -$69,8432022Revenue 2023: $266,718Expenses 2023: $153,798Net Income 2023: $112,9202023Revenue 2024: $189,950Expenses 2024: $135,876Net Income 2024: $54,0742024

Highlighted filing

2018

Revenue$153,321
Expenses$114,955
Net Income$38,366
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUSSELL J LAUPresident/Di-$0--
PATRICK CHUNVP-$0--
JEFFREY D LAUV.P./Director-$0--
JUNE YIPVP/Treasurer-$0--
DALE FONGDirector-$0--
JENNIFER CHAPMANDirector-$0--
PEARL FONGDirector-$0--
SAM K YEESecretary-$0--
ROSS TAOSAKAAssistant Se-$0--
Filing and Contact Details

Filer

Filer Name
Finance Factors Foundation
EIN
31-1642776
Phone
8085483393
Address
1164 BISHOP STREET RM/STE 1089, HONOLULU, HI 96813-2815

Signing Officer

Name
June Yip
Title
VP/treasurer
Phone
8085483393
Signed
2019-11-15

Preparer

Firm
Robert Hy Leong & Company
Address
1164 BISHOP ST STE 530, HONOLULU, HI 96813
Preparer
Darryl T Komo
Phone
8085231621
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107MACY'S INC (M)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108MANPOWERGROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109MARATHON PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110MC DONALDS CORP (MCD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111MCKESSON CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113MFS CHARTER INCOME TRUST SBI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114MFS CHARTER INCOME TRUST SBI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115MFS INTERMEDIATE INCM TR SBI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116MFS INTERMEDIATE INCM TR SBI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117MFS INTERMEDIATE INCM TR SBI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118MICRON TECH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120MOLSON COORS BREWING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122MURPHY OIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123MYLAN INC (EXCHANGED TO MYLAN N V)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124MYLAN INC (EXCHANGED TO MYLAN N V)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125NORTHROP GRUMMAN CP (HLDG CO) (NOC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127PACCAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128PACKAGING CORP AMER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129PERSPECTA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm130PFIZER INC (PEE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131PG&E CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132PHILLIPS 66 COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133PPL CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm135PVH CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137RALPH LAUREN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm138RAYMOND JAMES FINCL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm139RAYTHEON CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm140ROBERT HALF INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141ROYAL CARIBBEAN CRUISES LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm142SANDISK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm143SEI INVESTMENTS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm144SKYWORKS SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm145SUNTRUST BKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm146SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm147TALEN ENERGY CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm148TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm149TESORO PETROLEUM CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm150THE J.M. SMUCKER COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm151TRAVELERS COMPANIES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm152TUPPERWARE BRANDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm153TYSON FOODS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm154UNITED RENTALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm155UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm156V F CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm157VALERO ENERGY CP DELA NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm158VERITIV CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm159VERITIV CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm160VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm161VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm162WALT DISNEY CO HLDG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm163WELLS FARGO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm164WELLS FARGO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm165WELLS FARGO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm166WELLS FARGO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm167WELLS FARGO CO
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt035814
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt035400
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd041
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0148221
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0148221
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt076485
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt064445
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt064445
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt05100
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt035814
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt035814
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt038366
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0341524
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0522
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0522
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt076485
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0100104
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt031706
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt035400
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt012717
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt012717
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0114955
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0153321
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt012717
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt050510
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-11-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt164313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24376
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt164313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt32537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt025088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1309444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24455
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MORGAN STANLEY 073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2APPLE, INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CA TECHNOLOGIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-08-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt076485
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01469402
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt088109
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt088109
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt090111
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02002
IRS990PF/DistributableAmountGrp/TotalTaxAmt02002
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0261
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02002
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02002
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02002
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt062

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