Civic Intelligence

Padosi Foundation

990PF • Fiscal year 2022 • EIN 47-3227718

Jan 01, 2022 to Dec 31, 2022 • Filed on May 10, 2023

Organization Profile
PO Box 13040Portland, OR 97213

(808) 735-8001

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

1st percentile

-15574%

Higher net margin than 1% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

1st percentile

-68%

Faster asset growth than 1% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,656,188

Down $3,583,649 (-68%) from 2021

Net Assets

Down

$1,656,188

Down $3,583,649 (-68%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin1st percentile

Revenue

Down

$23,144

Down $1,113,605 (-98%) from 2021

Expenses

Down

$3,627,527

Down $194,672 (-5.1%) from 2021

Net Income

Down

-$3,604,383

Down $918,933 (-34%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$15M$10M$5.0M$0Assets 2015: $5,335,828Liabilities 2015: $0Net Assets 2015: $5,335,8282015Assets 2016: $10,642,006Liabilities 2016: $0Net Assets 2016: $10,642,0062016Assets 2017: $10,412,659Liabilities 2017: $0Net Assets 2017: $10,412,6592017Assets 2018: $14,210,420Liabilities 2018: $0Net Assets 2018: $14,210,4202018Assets 2019: $12,490,795Liabilities 2019: $0Net Assets 2019: $12,490,7952019Assets 2020: $7,868,853Liabilities 2020: $12020Assets 2021: $5,239,837Liabilities 2021: $0Net Assets 2021: $5,239,8372021Assets 2022: $1,656,188Liabilities 2022: $0Net Assets 2022: $1,656,1882022Assets 2023: $1,429,836Liabilities 2023: $12023

Highlighted filing

2022

Assets$1,656,188
Liabilities$0
Net Assets$1,656,188
Open 2022 Filing

Operations Trend

Revenue Growth1st percentile

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

$10M$5.0M$0-$5.0MRevenue 2015: $7,598,462Expenses 2015: $1,278,903Net Income 2015: $6,319,5592015Revenue 2016: $7,345,933Expenses 2016: $2,039,755Net Income 2016: $5,306,1782016Revenue 2017: $2,498,937Expenses 2017: $2,745,071Net Income 2017: -$246,1342017Revenue 2018: $5,897,920Expenses 2018: $2,112,520Net Income 2018: $3,785,4002018Revenue 2019: $441,771Expenses 2019: $2,161,259Net Income 2019: -$1,719,4882019Revenue 2020: $592,669Expenses 2020: $5,232,613Net Income 2020: -$4,639,9442020Revenue 2021: $1,136,749Expenses 2021: $3,822,199Net Income 2021: -$2,685,4502021Revenue 2022: $23,144Expenses 2022: $3,627,527Net Income 2022: -$3,604,3832022Revenue 2023: $3,727,700Expenses 2023: $4,003,362Net Income 2023: -$275,6622023

Highlighted filing

2022

Revenue$23,144
Expenses$3,627,527
Net Income-$3,604,383
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAMELA LICHTYTrustee-$0--
SIMONE LICHTYTrustee-$0--
ANDREW MERZTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Padosi Foundation
EIN
47-3227718
Phone
8087358001
Address
PO BOX 13040, PORTLAND, OR 97213

Signing Officer

Name
Pamela Lichty
Title
Trustee
Phone
8087358001
Signed
2023-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Laulima Tax Advisory Group LLC
Address
PO BOX 10360, HONOLULU, HI 96816-0360
Preparer
Joanne Hoe
Phone
8089099250
Raw XML Appendix292 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
AccountingFeesSchedule/AccountingFeesDetail/Amt04539
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE FIXED INCOME
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt076078
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt073658
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0148000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0248386
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCKS
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0461161
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0451596
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0888829
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0955739
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt047034
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-49126
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt024496
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0740
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt023144
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt023144
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04539
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03537056
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03537056
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt047034
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt047034
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3604383
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05299189
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt024496
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt024496
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-49126
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0515
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0740
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0740
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt060184
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt060184
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt025233
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt025233
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03537056
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt085417
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03627527
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt072270
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt023144
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt085417
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt090471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01985360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13362955
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-145268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt174415
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-145268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt174415
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01840092
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13437370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MS 5889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MS 5889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-49126
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3604383
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt020734
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01656188
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05239837
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01656188
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0250308
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0250308
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0250308
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0250308
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt014300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt014300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt014300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt014300
IRS990PF/FMVAssetsEOYAmt01811499
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0434475
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt076078
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt073658
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0402132
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0148000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0248386
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02315255
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0888829
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0955739
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05239837
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01656188
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0426910
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt082120
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt082120
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05239837
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01656188
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01811499
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05239837
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01656188
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05239837
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01656188
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01661065
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0461161
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0451596
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05082395
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0226004
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04856391
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt076236
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0250308
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05006159
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05082395
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0MORGAN STANLEY 129015889561
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt060184
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0FINANCIAL ADVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01 NEW YORK PLAZA 12TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd010004
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PAMELA LICHTY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SIMONE LICHTY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ANDREW MERZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 160926
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 13040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 13040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HONOLULU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0HI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd096816
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd197213
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd297213
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt03537056
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt03537056
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 10360
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HONOLULU
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0HI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd096816
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0HI
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LAULIMA TAX ADVISORY GROUP LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum08089099250
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03537056
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd096813
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03537056
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0250308
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0250308
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03249054
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04520932
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01329607
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01298237
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02122569
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02122569
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013684578
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03286748
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03249054
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04520932
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01329607
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01298237
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03537056
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03286748
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt015807147
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012520399
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0515
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0740
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0740
OtherIncreasesSchedule/OtherIncreasesDetail/Amt020734
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT TO NET ASSETS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt060184
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt060184
TaxesSchedule/TaxesDetail/Amt03145
TaxesSchedule/TaxesDetail/Amt122088
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03145
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt122088
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAMELA LICHTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08087358001
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PADOSI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PADO
ReturnHeader/Filer/EIN0473227718
ReturnHeader/Filer/PhoneNum08087358001
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 13040
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097213
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461673144
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAULIMA TAX ADVISORY GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 10360
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HONOLULU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0968160360
ReturnHeader/PreparerPersonGrp/PhoneNum08089099250
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNE HOE
ReturnHeader/ReturnTs02023-05-10T21:58:35-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAMELA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LICHTY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,656,188
Liabilities
$0
Net assets
$1,656,188
Revenue
$23,144
Expenses
$3,627,527
Net income
-$3,604,383
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.43$0.00$3.73$4.00$0.28
2022Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.02$3.63$3.60
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.24$0.00$5.24$1.14$3.82$2.69
2020Summary only. Only limited summary data is available for this year.$7.87$0.00$0.59$5.23$4.64
2019Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$0.44$2.16$1.72
2018Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$5.90$2.11$3.79
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$0.00$10.4$2.50$2.75$0.25
2016Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$7.35$2.04$5.31
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.34$0.00$5.34$7.60$1.28$6.32