Civic Intelligence

Finance Factors Foundation

990PF • Fiscal year 2020 • EIN 31-1642776

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization Profile
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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

29th percentile

-7.8%

Higher net margin than 29% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

35th percentile

-0.5%

Faster asset growth than 35% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

37th percentile

-9.6%

Faster revenue growth than 37% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,426,441

Down $7,508 (-0.5%) from 2019

Net Assets

Down

$1,426,441

Down $7,508 (-0.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin29th percentile

Revenue

Down

$95,867

Down $10,172 (-9.6%) from 2019

Expenses

Down

$103,375

Down $38,117 (-27%) from 2019

Net Income

Up

-$7,508

Up $27,945 (+79%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

2020

Assets$1,426,441
Liabilities$0
Net Assets$1,426,441
Open 2020 Filing

Operations Trend

Revenue Growth37th percentile

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

2020

Revenue$95,867
Expenses$103,375
Net Income-$7,508
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUSSELL J LAUPresident/Di-$0--
VICKI LAUDirector-$0--
JEFFREY D LAUV.P./Director-$0--
DALE FONGDirector-$0--
JENNIFER CHAPMANDirector-$0--
PEARL FONGDirector-$0--
ALANA PEACOTT RICARDOSSecretary-$0--
NATASHA LEETreasurer-$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
Russell J Lau
Title
President/director
Phone
8085483393
Signed
2021-11-12

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/StockNm108PPL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109PRUDENTIAL FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110PULTE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111PVH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113RALPH LAUREN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114RAYMOND JAMES FINCL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115RAYTHEON CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116ROBERT HALF INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117ROYAL CARIBBEAN CRUISES LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118SEI INVESTMENTS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119SUNTRUST BKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121TALEN ENERGY CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123TYSON FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124TESORO PETROLEUM CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125TRAVELERS COMPANIES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126TUPPERWARE BRANDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127UNITED RENTALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129V F CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm130VALERO ENERGY CP DELA NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131VERITIV CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132VERITIV CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm134VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm135WALT DISNEY CO HLDG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm136WELLS FARGO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137WESTERN DIGITAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm138WHIRLPOOL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm139WYNDHAM WORLDWIDE CORP
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt033
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetIncomeLossFromSpecialEvtGrp/ExclusionCd025
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt095867
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt051916
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt079561
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt079561
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt043918
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt043918
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-7508
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0392861
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt033
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt033
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt083534
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt012333
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt012333
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt012333
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0103375
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt095867
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt095867
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt012333
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt023814
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22004-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt073888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1266959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt140414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt210985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt140414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt210985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt074283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1307373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt211083
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MORGAN STANLEY - 160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MORGAN STANLEY - 160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2APPLE, INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3BRISTOL MYERS SQUIBB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt051916
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0395
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-7508
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01426441
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01433949
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01426441
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt089261
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt089261
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt089261
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt090422
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01161
IRS990PF/DistributableAmountGrp/TotalTaxAmt01161
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0639
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01161
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0639
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01161
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01161
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01800
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02239
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01170546
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01173517
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt027100
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01426441
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0258661
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01550225
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt027540
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt027100
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt090422
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01808446
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01835986
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.20

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,426,441
Liabilities
$0
Net assets
$1,426,441
Revenue
$95,867
Expenses
$103,375
Net income
-$7,508
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.19$0.14$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$0.27$0.15$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$0.10$0.17$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.00$1.49$0.19$0.14$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.10$0.10$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.11$0.14$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$0.15$0.11$0.04