Civic Intelligence

Lei Ho'Olaha

990 • Fiscal year 2020 • EIN 45-2037703

Oct 01, 2019 to Sep 30, 2020 • Filed on Jun 25, 2021

Organization ProfileN/A
PO Box 1642Kamuela, HI 96743

(808) 896-0822

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

69th percentile

0.04x

Higher debt load relative to revenue than 69% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

84th percentile

39%

Higher net margin than 84% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

85th percentile

$25,454

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 33.7% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

61st percentile

13%

Faster asset growth than 61% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

50th percentile

-14%

Faster revenue growth than 50% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$243,049

Up $27,354 (+13%) from 2019

Net Assets

Up

$240,133

Up $29,322 (+14%) from 2019

Liabilities

Down

$2,916

Down $1,968 (-40%) from 2019

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin84th percentile

Revenue

Down

$75,623

Down $12,723 (-14%) from 2019

Expenses

Down

$46,301

Down $13,975 (-23%) from 2019

Net Income

Up

$29,322

Up $1,252 (+4.5%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$600K$400K$200K$0Assets 2013: $187,932Liabilities 2013: $3,232Net Assets 2013: $184,7002013Assets 2014: $151,770Liabilities 2014: $13,919Net Assets 2014: $137,8512014Assets 2015: $162,993Liabilities 2015: $7,335Net Assets 2015: $155,6582015Assets 2016: $186,394Liabilities 2016: $17,203Net Assets 2016: $169,1912016Assets 2017: $275,944Liabilities 2017: $17,792Net Assets 2017: $258,1522017Assets 2018: $185,319Liabilities 2018: $2,578Net Assets 2018: $182,7412018Assets 2019: $215,695Liabilities 2019: $4,884Net Assets 2019: $210,8112019Assets 2020: $243,049Liabilities 2020: $2,916Net Assets 2020: $240,1332020Assets 2021: $306,936Liabilities 2021: $102,616Net Assets 2021: $204,3202021Assets 2022: $217,843Liabilities 2022: $3,753Net Assets 2022: $214,0902022Assets 2023: $523,673Liabilities 2023: $13,560Net Assets 2023: $510,1132023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2020

Assets$243,049
Liabilities$2,916
Net Assets$240,133
Open 2020 Filing

Operations Trend

Revenue Growth50th percentile

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

$600K$400K$200K$0-$200KExpenses 2013: $101,8432013Revenue 2014: $85,769Expenses 2014: $132,618Net Income 2014: -$46,8492014Revenue 2015: $151,491Expenses 2015: $133,684Net Income 2015: $17,8072015Revenue 2016: $121,377Expenses 2016: $107,844Net Income 2016: $13,5332016Revenue 2017: $233,760Expenses 2017: $144,799Net Income 2017: $88,9612017Revenue 2018: $59,032Expenses 2018: $134,443Net Income 2018: -$75,4112018Revenue 2019: $88,346Expenses 2019: $60,276Net Income 2019: $28,0702019Revenue 2020: $75,623Expenses 2020: $46,301Net Income 2020: $29,3222020Revenue 2021: $52,998Expenses 2021: $88,811Net Income 2021: -$35,8132021Revenue 2022: $105,533Expenses 2022: $95,763Net Income 2022: $9,7702022Revenue 2023: $424,791Expenses 2023: $128,768Net Income 2023: $296,0232023Revenue 2024: $14,105Expenses 2024: $119,308Net Income 2024: -$105,2032024

Highlighted filing

2020

Revenue$75,623
Expenses$46,301
Net Income$29,322
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jun 25, 2021
Return Version
2019v5.2
Gross Receipts
$75,623
Mission and Program Overview

Mission

To improve the educational and economic status of native hawaiians and low income people by providing education, training and financial products to community based organizations, public entities, and individuals in the state of hawaii.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$171,526$206,739▲ $35,213
Other Notes and Loans Receivable, Net$44,169$36,310▼ $7,859
Total Assets$215,695$243,049▲ $27,354
Liabilities
Accounts Payable and Accrued Expenses$4,884$2,916▼ $1,968
Total Liabilities$4,884$2,916▼ $1,968
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$110,811$140,133▲ $29,322
Net Assets With Donor Restrictions$100,000$100,000→ $0
Total Net Assets Fund Balance$210,811$240,133▲ $29,322
Total Liabilities and Net Assets / Fund Balance$215,695$243,049▲ $27,354
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter HanohanoExecutive DirectorPT$25,299$155$25,454

Board Members and Trustees

NameTitle
Stephen KaaaChair
Taffi WiseVice Chair
Charlene HoeDirector
Gregory ChunDirector
Leeann SilvaDirector
William HancockDirector
Lauren NahmeDirector Until November 2019
Katie BenioniSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$71,990
Program Service Revenue
$3,633
Investment Income
$0
Other Revenue
$0
All Other Contributions
$500
Change in Net Assets
$29,322

Audited Revenue Reconciliation

Revenue per Audited Statements
$75,623
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$75,623
Total Revenue per Form 990
$75,623
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$28,595
Salaries, Compensation, and Employee Benefits$17,706
Total Fundraising Expense$1,622
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$13,000$2,437$813$16,250
Office Expenses$10,140$1,878$626$12,644
Fees for Services Accounting-$9,333-$9,333
Insurance-$3,520-$3,520
Travel$1,755$329$110$2,194
Payroll Taxes$1,165$218$73$1,456
Fees for Services Other$880--$880
Other Expenses-$24-$24
Total Functional Expenses$26,940$17,739$1,622$46,301

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$46,301
Total Expenses per Audited Statements$46,301
Total Expenses per Form 990$46,301
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The executive director and board review the 990 prior to filing.”

Form 990, Part VI, Section B, Line 12C

“All lei ho'olaha board members, employees, and consultants must annually sign a conflict of interest statement. The policy requires persons in conflict to recuse themselves from decisions when a conflict exists. The policy covers the board, director, principal officer, or member of a committee with board delegated powers who has a direct or indirect financial interest. All possible conflicts of financial interest are reviewed by the board of directors and/or board committee. Persons who do not disclose a conflict are subject to disciplinary action.”

Form 990, Part VI, Section B, Line 15A

“The board reviews and approves all salaries, including the executive director. Salaries are based on past compensation, comparable salaries for similar organizations, discussions with its cdfi consultant, and available funds in the current budget. Compensation is reviewed annually for changes in the above factors, and if appropriate, adjustments will be presented to the board. Compensation changes are documented in board minutes and personnel files. This process was last undertaken in 2015.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

FORM 990, PART VII, SECTION A, LINE 1A:

“The organization's payroll was administered by another organization.”

Filing and Contact Details

Filer

Filer Name
LEI HO'OLAHA
EIN
45-2037703
Phone
8088960822
Address
PO BOX 1642, KAMUELA, HI 96743

Signing Officer

Name
Katie Benioni
Title
Secretary
Phone
8088960822
Signed
2021-06-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Hanohano
Formed
2011
Legal Domicile
Hi
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
10

Preparer

Firm
Cw Associates Cpas
Address
700 BISHOP STREET SUITE 1040, HONOLULU, HI 96813
Preparer
Mark a Hayes
Phone
8085311040
Supplemental Narrative

Additional Explanations

FORM 990, PART IX, LINE 5:

“The organization does not have any employees. Amounts reported for officer compensation represents reimbursements to another organization for an allocated portion of the shared employee's time.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require uncertain tax positions to be recognized in the financial statements if they are more likely than not to fail upon examination management has evaluated lei ho'olaha's tax positions as of september 30, 2020 and 2019 and for the years then ended, and determined that it had no uncertain tax positions required to be reported in accordance with such generally accepted accounting principles. Lei ho'olaha is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress for any open tax years.”

Raw XML Appendix380 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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IRS990/Desc0LEI HO'OLAHA WAS INCORPORATED UNDER THE LAWS OF THE STATE OF HAWAII IN MARCH 2011 TO IMPROVE THE EDUCATIONAL AND ECONOMIC STATUS OF NATIVE HAWAIIANS AND LOW INCOME PEOPLE BY PROVIDING EDUCATION, TRAINING, AND FINANCIAL PRODUCTS TO COMMUNITY-BASED ORGANIZATIONS IN THE STATE OF HAWAII WITH THE OVERALL GOAL OF MAKING THEM CREDITWORTHY FOR COMMERCIAL BANK FACILITIES. ITS TARGET MARKET IS NATIVE HAWAIIAN OWNED SMALL BUSINESSES AND OTHER COMMUNITY-BASED ORGANIZATIONS IN HAWAIIAN COMMUNITIES STATEWIDE. IT INTENDS FOR AT LEAST 50% OF ITS BORROWERS TO BE NATIVE HAWAIIAN-LED ORGANIZATIONS.IN FY 2020, LEI HO'OLAHA OFFERED TWO CORE LOAN PRODUCTS: WORKING CAPITAL LINES OF CREDIT AND SMALL BUSINESS LOANS, EACH PRODUCT TAILORED TO MEET THE UNIQUE CASH FLOW AND FINANCING NEEDS OF NATIVE HAWAIIAN OWNED BUSINESSES AND NONPROFIT ORGANIZATIONS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR UNTIL NOVEMBER 2019
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0120378
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0120378
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IRS990ScheduleA/TotalSupportAmt0558115
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990/ScheduleBRequiredInd01
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt075623
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THEY ARE MORE LIKELY THAN NOT TO FAIL UPON EXAMINATION MANAGEMENT HAS EVALUATED LEI HO'OLAHA'S TAX POSITIONS AS OF SEPTEMBER 30, 2020 AND 2019 AND FOR THE YEARS THEN ENDED, AND DETERMINED THAT IT HAD NO UNCERTAIN TAX POSITIONS REQUIRED TO BE REPORTED IN ACCORDANCE WITH SUCH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. LEI HO'OLAHA IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY OPEN TAX YEARS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalRevenuePerForm990Amt075623
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt075623
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt046301
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR AND BOARD REVIEW THE 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL LEI HO'OLAHA BOARD MEMBERS, EMPLOYEES, AND CONSULTANTS MUST ANNUALLY SIGN A CONFLICT OF INTEREST STATEMENT. THE POLICY REQUIRES PERSONS IN CONFLICT TO RECUSE THEMSELVES FROM DECISIONS WHEN A CONFLICT EXISTS. THE POLICY COVERS THE BOARD, DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST. ALL POSSIBLE CONFLICTS OF FINANCIAL INTEREST ARE REVIEWED BY THE BOARD OF DIRECTORS AND/OR BOARD COMMITTEE. PERSONS WHO DO NOT DISCLOSE A CONFLICT ARE SUBJECT TO DISCIPLINARY ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWS AND APPROVES ALL SALARIES, INCLUDING THE EXECUTIVE DIRECTOR. SALARIES ARE BASED ON PAST COMPENSATION, COMPARABLE SALARIES FOR SIMILAR ORGANIZATIONS, DISCUSSIONS WITH ITS CDFI CONSULTANT, AND AVAILABLE FUNDS IN THE CURRENT BUDGET. COMPENSATION IS REVIEWED ANNUALLY FOR CHANGES IN THE ABOVE FACTORS, AND IF APPROPRIATE, ADJUSTMENTS WILL BE PRESENTED TO THE BOARD. COMPENSATION CHANGES ARE DOCUMENTED IN BOARD MINUTES AND PERSONNEL FILES. THIS PROCESS WAS LAST UNDERTAKEN IN 2015.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S PAYROLL WAS ADMINISTERED BY ANOTHER ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEES. AMOUNTS REPORTED FOR OFFICER COMPENSATION REPRESENTS REIMBURSEMENTS TO ANOTHER ORGANIZATION FOR AN ALLOCATED PORTION OF THE SHARED EMPLOYEE'S TIME.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII, SECTION A, LINE 1A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 5:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt0215695
IRS990/TotalAssetsGrp/EOYAmt0243049
IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017739
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0KAMUELA
IRS990/USAddress/StateAbbreviationCd0HI
IRS990/USAddress/ZIPCd096743
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IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE BENIONI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08088960822
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-25
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ReturnHeader/Filer/BusinessNameControlTxt0LEIH
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CW ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0700 BISHOP STREET SUITE 1040
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HONOLULU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096813
ReturnHeader/PreparerPersonGrp/PhoneNum08085311040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK A HAYES
ReturnHeader/ReturnTs02021-06-25T18:29:20-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$243,049
Liabilities
$2,916
Net assets
$240,133
Revenue
$75,623
Expenses
$46,301
Net income
$29,322
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.14$1.19$1.05
2023Detailed filing. Detailed filing data is available for this year.$5.24$0.14$5.10$4.25$1.29$2.96
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.18$0.04$2.14$1.06$0.96$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.07$1.03$2.04$0.53$0.89$0.36
2020Detailed filing. Detailed filing data is available for this year.$2.43$0.03$2.40$0.76$0.46$0.29
2019Detailed filing. Detailed filing data is available for this year.$2.16$0.05$2.11$0.88$0.60$0.28
2018Detailed filing. Detailed filing data is available for this year.$1.85$0.03$1.83$0.59$1.34$0.75
2017Detailed filing. Detailed filing data is available for this year.$2.76$0.18$2.58$2.34$1.45$0.89
2016Detailed filing. Detailed filing data is available for this year.$1.86$0.17$1.69$1.21$1.08$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.63$0.07$1.56$1.51$1.34$0.18
2014Detailed filing. Detailed filing data is available for this year.$1.52$0.14$1.38$0.86$1.33$0.47
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$0.03$1.85$1.02