Civic Intelligence

Manele Koele Charitable Fund

990EZ • Fiscal year 2019 • EIN 47-3927041

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 30, 2020

PO Box 630419Lanai City, HI 96763

(808) 565-6701

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

71st percentile

16%

Higher net margin than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

77th percentile

30%

Faster asset growth than 77% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$102,414

Up $23,662 (+30%) from 2018

Net Assets

Up

$102,272

Up $23,556 (+30%) from 2018

Liabilities

Up

$142

Up $106 (+294%) from 2018

Revenue

Up

$148,450

Up $26,675 (+22%) from 2018

Expenses

Up

$124,895

Up $26,180 (+27%) from 2018

Net Income

Up

$23,555

Up $495 (+2.1%) from 2018

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2016: $65,614Liabilities 2016: $305Net Assets 2016: $65,3092016Assets 2017: $57,638Liabilities 2017: $1,978Net Assets 2017: $55,6602017Assets 2018: $78,752Liabilities 2018: $36Net Assets 2018: $78,7162018Assets 2019: $102,414Liabilities 2019: $142Net Assets 2019: $102,2722019Assets 2020: $171,585Liabilities 2020: $55Net Assets 2020: $171,5302020Assets 2021: $143,435Liabilities 2021: $52Net Assets 2021: $143,3832021Assets 2022: $189,962Liabilities 2022: $9,664Net Assets 2022: $180,2982022Assets 2023: $154,875Liabilities 2023: $71Net Assets 2023: $154,8042023Assets 2024: $132,653Liabilities 2024: $9,671Net Assets 2024: $122,9822024

Highlighted filing

2019

Assets$102,414
Liabilities$142
Net Assets$102,272

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2016: $134,755Expenses 2016: $97,896Net Income 2016: $36,8592016Revenue 2017: $106,445Expenses 2017: $116,095Net Income 2017: -$9,6502017Revenue 2018: $121,775Expenses 2018: $98,715Net Income 2018: $23,0602018Revenue 2019: $148,450Expenses 2019: $124,895Net Income 2019: $23,5552019Revenue 2020: $130,336Expenses 2020: $61,073Net Income 2020: $69,2632020Revenue 2021: $80,471Expenses 2021: $108,618Net Income 2021: -$28,1472021Revenue 2022: $115,871Expenses 2022: $78,956Net Income 2022: $36,9152022Revenue 2023: $103,344Expenses 2023: $128,838Net Income 2023: -$25,4942023Revenue 2024: $57,905Expenses 2024: $80,104Net Income 2024: -$22,1992024

Highlighted filing

2019

Revenue$148,450
Expenses$124,895
Net Income$23,555
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 30, 2020
Return Version
2019v5.0
Gross Receipts
$148,450
Mission and Program Overview

Mission

The manele-koele charitable fund is an organization of full and part-time residents who love lana'i and therefore want to increase charitable giving and help fund worthy community organizations.

Program Services

DescriptionGrantsExpenses
REESTABLISH A PERCEPTION OF MANELE AND KOELE RESIDENTS AS NEIGHBORS WHO CARE ABOUT THE LARGER LANA'I COMMUNITY.$119,898$124,895
REESTABLISH A PERCEPTION OF MANELE AND KOELE RESIDENTS AS NEIGHBORS WHO CARE ABOUT THE LARGER LANA'I COMMUNITY.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID GREENTreasurerPT$0--
ERNEST VONSIMSONDirector-$0--
SALLY CLEMENSPresidentPT$0--
VICTORIA LARSENSecretary-$0--
STU MARLOWEDirector-$0--
CLARE MCDERMOTTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Manele Koele Charitable Fund
EIN
47-3927041
Phone
8085656701
Address
PO BOX 630419, LANAI CITY, HI 96763

Signing Officer

Name
David Green
Title
Treasurer
Phone
8085656701
Signed
2020-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Barbara J Querry LLC
Address
381 HUKU LII PL STE 203, KIHEI, HI 96753-7902
Preparer
Barbara J Querry CPA
Phone
8088568137
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Class of activity: medical name: hospice hawaii, inc address: 860 iwilei honolulu, hi 96817 cash contribution: 6,000 class of activity: educational name: lana'i community association address: po box 630735 lana'i city, hi 96763 cash contribution: 18,690 class of activity: educational name: lana'i high and elementary school address: po box 630633 lana'i city, hi 96763 cash contribution: 54,208 class of activity: educational name: lana'i high and elem. Foundation address: po box 630633 lana'i city, hi 96763 cash contribution: 17,000 name: lana'i kinaole, inc. Address: 617 ilima avenue lanai city, hi 96763 cash contribution: 9,600

Form 990-ez, Part I, Line 16

Expenses advertising 260 telephone 128 supplies 246 fees 177 quickbooks online fee 468 post office box 92 total 1,371

Form 990-ez, Part II, Line 26

CAPITAL ONE 36 142

Form 990-ez, Part III

The manele-koele charitable fund is an organization of full and part-time residents who love lana'i and therefore want to increase charitable giving and help fund worthy community organizations.

Form 990-ez, Part III, Line 31

Reestablish a perception of manele and koele residents as neighbors who care about the larger lana'i community.

Raw XML Appendix157 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAHAINA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01371
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MANELE-KOELE CHARITABLE FUND IS AN ORGANIZATION OF FULL AND PART-TIME RESIDENTS WHO LOVE LANA'I AND THEREFORE WANT TO INCREASE CHARITABLE GIVING AND HELP FUND WORTHY COMMUNITY ORGANIZATIONS.
IRS990EZ/PrintingPublicationsPostageAmt071
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1REESTABLISH A PERCEPTION OF MANELE AND KOELE RESIDENTS AS NEIGHBORS WHO CARE ABOUT THE LARGER LANA'I COMMUNITY.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: MEDICAL NAME: HOSPICE HAWAII, INC ADDRESS: 860 IWILEI HONOLULU, HI 96817 CASH CONTRIBUTION: 6,000 CLASS OF ACTIVITY: EDUCATIONAL NAME: LANA'I COMMUNITY ASSOCIATION ADDRESS: PO BOX 630735 LANA'I CITY, HI 96763 CASH CONTRIBUTION: 18,690 CLASS OF ACTIVITY: EDUCATIONAL NAME: LANA'I HIGH AND ELEMENTARY SCHOOL ADDRESS: PO BOX 630633 LANA'I CITY, HI 96763 CASH CONTRIBUTION: 54,208 CLASS OF ACTIVITY: EDUCATIONAL NAME: LANA'I HIGH AND ELEM. FOUNDATION ADDRESS: PO BOX 630633 LANA'I CITY, HI 96763 CASH CONTRIBUTION: 17,000 NAME: LANA'I KINAOLE, INC. ADDRESS: 617 ILIMA AVENUE LANAI CITY, HI 96763 CASH CONTRIBUTION: 9,600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING 260 TELEPHONE 128 SUPPLIES 246 FEES 177 QUICKBOOKS ONLINE FEE 468 POST OFFICE BOX 92 TOTAL 1,371
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CAPITAL ONE 36 142
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MANELE-KOELE CHARITABLE FUND IS AN ORGANIZATION OF FULL AND PART-TIME RESIDENTS WHO LOVE LANA'I AND THEREFORE WANT TO INCREASE CHARITABLE GIVING AND HELP FUND WORTHY COMMUNITY ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REESTABLISH A PERCEPTION OF MANELE AND KOELE RESIDENTS AS NEIGHBORS WHO CARE ABOUT THE LARGER LANA'I COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum08085656701
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-05T16:48:43-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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Filings