Civic Intelligence

Affordable Housing and Economic Development Foundation

990EZ • Fiscal year 2015 • EIN 47-5018774

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 27, 2016

900 Fort Street Mall No 1800Honolulu, HI 96813

(808) 540-2400

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

41st percentile

0.0%

Higher net margin than 41% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Assets

$1

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$1,082

No earlier filing loaded for comparison.

Expenses

$1,082

No earlier filing loaded for comparison.

Net Income

$0

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2015: $1Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $121,420Liabilities 2016: $0Net Assets 2016: $121,4202016Assets 2017: $221,846Liabilities 2017: $0Net Assets 2017: $221,8462017Assets 2018: $280,676Liabilities 2018: $0Net Assets 2018: $280,6762018Assets 2019: $950,905Liabilities 2019: $0Net Assets 2019: $950,9052019Assets 2020: $1,517,923Liabilities 2020: $21,333Net Assets 2020: $1,496,5902020Assets 2021: $1,969,952Liabilities 2021: $0Net Assets 2021: $1,969,9522021Assets 2022: $1,988,902Liabilities 2022: $0Net Assets 2022: $1,988,9022022Assets 2023: $7,134,926Liabilities 2023: $0Net Assets 2023: $7,134,9262023Assets 2024: $16,081,141Liabilities 2024: $0Net Assets 2024: $16,081,1412024

Highlighted filing

2015

Assets$1
Liabilities$0
Net Assets$0

Operations Trend

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

$10M$5.0M$0Revenue 2015: $1,082Expenses 2015: $1,082Net Income 2015: $02015Revenue 2016: $127,000Expenses 2016: $5,580Net Income 2016: $121,4202016Revenue 2017: $253,415Expenses 2017: $152,989Net Income 2017: $100,4262017Revenue 2018: $328,518Expenses 2018: $269,688Net Income 2018: $58,8302018Revenue 2019: $949,238Expenses 2019: $279,009Net Income 2019: $670,2292019Revenue 2020: $552,247Expenses 2020: $6,562Net Income 2020: $545,6852020Revenue 2021: $476,691Expenses 2021: $3,329Net Income 2021: $473,3622021Revenue 2022: $26,551Expenses 2022: $7,601Net Income 2022: $18,9502022Revenue 2023: $5,152,042Expenses 2023: $6,018Net Income 2023: $5,146,0242023Revenue 2024: $8,947,714Expenses 2024: $1,499Net Income 2024: $8,946,2152024

Highlighted filing

2015

Revenue$1,082
Expenses$1,082
Net Income$0
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 27, 2016
Return Version
2015v2.1
Gross Receipts
$1,082
Mission and Program Overview

Mission

The organization is incorporated to support the preservation, rehabilitation and development of, and access to, affordable housing, and to support economic opportunities for lower-income families.

The organization is incorporated to support the preservation, rehabilitation and development of, and access to, affordable housing, and to support economic opportunities for lower-income families. The organization shall function primarily as a funding organization that secures affordable housing and economic opportunity grants, loans or other funding from governmental agencies, lenders, public and private companies and charitable organizations, and thereafter partnering with affordable housing developers and service providers to promote, preserve and provide affordable housing and economic opportunities to residents in need.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION WAS FORMED IN 2015, PROGRAM SERVICES BEGIN IN 2016.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT W SETTLEPresident/Director-$0--
PAUL MARXTreasurer/Director-$0--
DAVID FASIVice President/Director-$0--
Filing and Contact Details

Filer

Filer Name
Affordable Housing and Economic
EIN
47-5018774
Phone
8085402400
Address
900 FORT STREET MALL NO 1800, HONOLULU, HI 96813

Signing Officer

Name
Scott W Settle
Title
President
Phone
8085402400
Signed
2016-06-27
Discuss with paid preparer
Yes

Preparer

Firm
Schlissel & Associates LLC
Address
1164 BISHOP STREET - STE 1612, HONOLULU, HI 96813
Preparer
Alan M Schlissel
Phone
8087327232
Supplemental Narrative

Additional Explanations

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

Description: organization expenses. Amount: 921. Description: website & email. Amount: 161. Total to form 990-ez, line 16: 1,082.

Line 34

The organization's bylaws were amended to include the addition of article vii relating to officers.

Raw XML Appendix124 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/PersonNm0TRISHA MAXWELL
IRS990EZ/BooksInCareOfDetail/PhoneNum08085402400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0900 FORT STREET MALL - STE 1800
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HONOLULU
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0HI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd096813
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd01
IRS990EZ/ContributionsGiftsGrantsEtcAmt01082
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GrossReceiptsAmt01082
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SCOTT W SETTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL MARX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID FASI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT/DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01082
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION IS INCORPORATED TO SUPPORT THE PRESERVATION, REHABILITATION AND DEVELOPMENT OF, AND ACCESS TO, AFFORDABLE HOUSING, AND TO SUPPORT ECONOMIC OPPORTUNITIES FOR LOWER-INCOME FAMILIES. THE ORGANIZATION SHALL FUNCTION PRIMARILY AS A FUNDING ORGANIZATION THAT SECURES AFFORDABLE HOUSING AND ECONOMIC OPPORTUNITY GRANTS, LOANS OR OTHER FUNDING FROM GOVERNMENTAL AGENCIES, LENDERS, PUBLIC AND PRIVATE COMPANIES AND CHARITABLE ORGANIZATIONS, AND THEREAFTER PARTNERING WITH AFFORDABLE HOUSING DEVELOPERS AND SERVICE PROVIDERS TO PROMOTE, PRESERVE AND PROVIDE AFFORDABLE HOUSING AND ECONOMIC OPPORTUNITIES TO RESIDENTS IN NEED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION WAS FORMED IN 2015, PROGRAM SERVICES BEGIN IN 2016.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
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/TotalExpensesAmt01082
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt01082
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION WAS FORMED JUNE 23, 2015 AND THEREFORE THE 2015 TAX YEAR IS A SHORT YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, SHORT YEAR EXPLANATION:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01082
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01082
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt01082
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01082
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01082
IRS990ScheduleA/TotalSupportAmt01082
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ORGANIZATION EXPENSES. AMOUNT: 921. DESCRIPTION: WEBSITE & EMAIL. AMOUNT: 161. TOTAL TO FORM 990-EZ, LINE 16: 1,082.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S BYLAWS WERE AMENDED TO INCLUDE THE ADDITION OF ARTICLE VII RELATING TO OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1LINE 34
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/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT W SETTLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08085402400
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AFFORDABLE HOUSING AND ECONOMIC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DEVELOPMENT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AFFO
ReturnHeader/Filer/EIN0475018774
ReturnHeader/Filer/PhoneNum08085402400
ReturnHeader/Filer/USAddress/AddressLine1Txt0900 FORT STREET MALL NO 1800
ReturnHeader/Filer/USAddress/CityNm0HONOLULU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096813
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273670123
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHLISSEL & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01164 BISHOP STREET - STE 1612
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HONOLULU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096813
ReturnHeader/PreparerPersonGrp/PhoneNum08087327232
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN M SCHLISSEL
ReturnHeader/ReturnTs02016-06-27T18:19:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-06-23
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings