Civic Intelligence

Hoea the Foundation

990EZ • Fiscal year 2023 • EIN 46-4730871

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

555 South Street 104Honolulu, HI 96813

(808) 286-9884

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

32nd percentile

-6.3%

Higher net margin than 32% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

31st percentile

-13%

Faster revenue growth than 31% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$271,442

Up $27,017 (+11%) from 2022

Net Assets

Up

$271,442

Up $27,017 (+11%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$42,065

Down $6,140 (-13%) from 2022

Expenses

Up

$44,701

Up $22,631 (+103%) from 2022

Net Income

Down

-$2,636

Down $28,771 (-110%) from 2022

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2014: $48,911Liabilities 2014: $02014Assets 2015: $44,517Liabilities 2015: $02015Assets 2016: $48,608Liabilities 2016: $0Net Assets 2016: $48,6082016Assets 2017: $58,058Liabilities 2017: $0Net Assets 2017: $58,0582017Assets 2018: $81,723Liabilities 2018: $0Net Assets 2018: $81,7232018Assets 2019: $128,005Liabilities 2019: $02019Assets 2020: $206,348Liabilities 2020: $0Net Assets 2020: $206,3482020Assets 2021: $218,290Liabilities 2021: $0Net Assets 2021: $218,2902021Assets 2022: $244,425Liabilities 2022: $0Net Assets 2022: $244,4252022Assets 2023: $271,442Liabilities 2023: $0Net Assets 2023: $271,4422023Assets 2024: $475,561Liabilities 2024: $0Net Assets 2024: $475,5612024

Highlighted filing

2023

Assets$271,442
Liabilities$0
Net Assets$271,442

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2014: $49,951Expenses 2014: $1,040Net Income 2014: $48,9112014Revenue 2015: $5,237Expenses 2015: $9,631Net Income 2015: -$4,3942015Revenue 2016: $22,086Expenses 2016: $17,995Net Income 2016: $4,0912016Revenue 2017: $26,144Expenses 2017: $16,694Net Income 2017: $9,4502017Revenue 2018: $52,354Expenses 2018: $28,689Net Income 2018: $23,6652018Revenue 2019: $71,370Expenses 2019: $20,754Net Income 2019: $50,6162019Revenue 2020: $101,353Expenses 2020: $23,010Net Income 2020: $78,3432020Revenue 2021: $59,340Expenses 2021: $47,398Net Income 2021: $11,9422021Revenue 2022: $48,205Expenses 2022: $22,070Net Income 2022: $26,1352022Revenue 2023: $42,065Expenses 2023: $44,701Net Income 2023: -$2,6362023Revenue 2024: $183,537Expenses 2024: $48,761Net Income 2024: $134,7762024

Highlighted filing

2023

Revenue$42,065
Expenses$44,701
Net Income-$2,636
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$42,065
Mission and Program Overview

Mission

The specific purpose of Ho'ea - The Foundation is to provide grants to selected charitable, religious, and educational organizations that have demonstrated dedication and excellence in their respective mission. As a policy of the Foundation, all recipient organizations must be organized as either a nonprofit foundation or a corporation which is operated exclusively for charitable purposes and which has established its status as a tax-exempt organization and a public charity under Section50l(c)(3) and 509(a) of the Internal Revenue Code.

Program Services

DescriptionGrantsExpenses
Ho'ea - The Foundation made a total contribution, sponsorship, scholarship and grant in the amount of $19,530 to support the community and other nonprofit organizations in year 2023.$0$19,530
The 2023 Unity Prom event is to provide students with special education an opportunity to celebrate a young person's coming of age and the same experience which the general education students have in High School.$0$19,220
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eric FujimotoPresident/Director-$0--
Vaughn VictorinoTreasurer/Secretary/Direct-$0--
Lynne KaneshiroDirector-$0--
Marie ImanakaDirector-$0--
Jill MisawaDirector-$0--
Ivy NipDirector-$0--
Filing and Contact Details

Filer

Filer Name
HO'EA - THE FOUNDATION
EIN
46-4730871
Phone
8082869884
Address
555 SOUTH STREET 104, HONOLULU, HI 96813

Signing Officer

Name
Eric Fujimoto
Title
President
Phone
8089494477
Signed
2024-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Trusta Aac
Address
1003 BISHOP ST STE 1700, HONOLULU, HI 96813
Preparer
Yinen Huang
Phone
8085248080
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: Dividend. Amount: 2,588. Description: Interest. Amount: 222. Total Included on Form 990-EZ, line 4: 2,810.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Investment management fees. Amount: 100. Description: T-shirts printing. Amount: 1,096. Description: Service charge. Amount: 85. Description: Unity Prom program expenses - facility, food, supplies, transportation, etc.. Amount: 19,220. Total to Form 990-EZ, line 16: 20,501.

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

Description: Unrealzied gain on securities. Amount: 29,653.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: Marketable securities. Beg. of Year Amount: 147,412. End of Year Amount: 194,269. Description: Prepaid federal tax. Beg. of Year Amount: 90. End of Year Amount: 90.

Raw XML Appendix178 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0Eric Fujimoto
IRS990EZ/BooksInCareOfDetail/PhoneNum08089494477
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0555 South Street STE 104
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Honolulu
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0HI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd096813
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt096923
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt077083
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt039255
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-2636
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04670
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0244425
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0271442
IRS990EZ/GrantsAndSimilarAmountsPaidAmt019530
IRS990EZ/GrossReceiptsAmt042065
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt02810
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0244425
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0271442
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0244425
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0271442
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Eric Fujimoto
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Vaughn Victorino
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lynne Kaneshiro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Marie Imanaka
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jill Misawa
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Ivy Nip
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President/Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer/Secretary/Direct
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0147502
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0194359
IRS990EZ/OtherChangesInNetAssetsAmt029653
IRS990EZ/OtherExpensesTotalAmt020501
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The specific purpose of Ho'ea - The Foundation is to provide grants to selected charitable, religious, and educational organizations that have demonstrated dedication and excellence in their respective mission. As a policy of the Foundation, all recipient organizations must be organized as either a nonprofit foundation or a corporation which is operated exclusively for charitable purposes and which has established its status as a tax-exempt organization and a public charity under Section50l(c)(3) and 509(a) of the Internal Revenue Code.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The 2023 Unity Prom event is to provide students with special education an opportunity to celebrate a young person's coming of age and the same experience which the general education students have in High School.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Ho'ea - The Foundation made a total contribution, sponsorship, scholarship and grant in the amount of $19,530 to support the community and other nonprofit organizations in year 2023.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019220
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt119530
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0HI
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt044701
IRS990EZ/TotalProgramServiceExpensesAmt038750
IRS990EZ/TotalRevenueAmt042065
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.hoea.org/
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt039255
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt045796
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt022396
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt086913
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt053751
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0248111
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02810
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02409
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01941
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0982
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0947
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt09089
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.55770
IRS990ScheduleA/PublicSupportPY170Pct00.56180
IRS990ScheduleA/PublicSupportTotal170Amt0143428
IRS990ScheduleA/SubstantialContributorsTotAmt0104683
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt039255
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt045796
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt022396
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt086913
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt053751
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0248111
IRS990ScheduleA/TotalSupportAmt0257200
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Dividend. Amount: 2,588. Description: Interest. Amount: 222. Total Included on Form 990-EZ, line 4: 2,810.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Investment management fees. Amount: 100. Description: T-shirts printing. Amount: 1,096. Description: Service charge. Amount: 85. Description: Unity Prom program expenses - facility, food, supplies, transportation, etc.. Amount: 19,220. Total to Form 990-EZ, line 16: 20,501.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Unrealzied gain on securities. Amount: 29,653.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Marketable securities. Beg. of Year Amount: 147,412. End of Year Amount: 194,269. Description: Prepaid federal tax. Beg. of Year Amount: 90. End of Year Amount: 90.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 24 - Other Assets
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Eric Fujimoto
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08089494477
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HO'EA - THE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HOEA
ReturnHeader/Filer/EIN0464730871
ReturnHeader/Filer/PhoneNum08082869884
ReturnHeader/Filer/USAddress/AddressLine1Txt0555 SOUTH STREET 104
ReturnHeader/Filer/USAddress/CityNm0HONOLULU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096813
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0990224276
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRUSTA AAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01003 BISHOP ST STE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HONOLULU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096813
ReturnHeader/PreparerPersonGrp/PhoneNum08085248080
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0YINEN HUANG
ReturnHeader/ReturnTs02024-11-12T14:05:15-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits