Civic Intelligence

Donalda M Pelletier Foundation

990PF • Fiscal year 2021 • EIN 51-0170644

Jan 01, 2021 to Dec 31, 2021 • Filed on May 10, 2022

Organization Profile
PO Box 981Pahala, HI 96777

(808) 443-1001

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

13th percentile

-51%

Higher net margin than 13% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

84th percentile

$8,000

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

25th percentile

-9.2%

Faster asset growth than 25% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

389%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$363,034

Down $36,744 (-9.2%) from 2020

Net Assets

Down

$363,034

Down $36,744 (-9.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin13th percentile

Revenue

Up

$71,521

Up $56,882 (+389%) from 2020

Expenses

Down

$108,265

Down $2,024 (-1.8%) from 2020

Net Income

Up

-$36,744

Up $58,906 (+62%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$800K$600K$400K$200K$0Assets 2011: $720,032Liabilities 2011: $12011Assets 2012: $643,674Liabilities 2012: $02012Assets 2013: $562,620Liabilities 2013: $02013Assets 2014: $498,986Liabilities 2014: $187Net Assets 2014: $498,7992014Assets 2015: $684,305Liabilities 2015: $0Net Assets 2015: $684,3052015Assets 2016: $721,466Liabilities 2016: $1Net Assets 2016: $721,4652016Assets 2017: $641,902Liabilities 2017: $1Net Assets 2017: $641,9012017Assets 2019: $495,428Liabilities 2019: $02019Assets 2020: $399,778Liabilities 2020: $0Net Assets 2020: $399,7782020Assets 2021: $363,034Liabilities 2021: $0Net Assets 2021: $363,0342021Assets 2022: $343,812Liabilities 2022: $0Net Assets 2022: $343,8122022Assets 2023: $287,275Liabilities 2023: $0Net Assets 2023: $287,2752023Assets 2024: $336,244Liabilities 2024: $0Net Assets 2024: $336,2442024

Highlighted filing

2021

Assets$363,034
Liabilities$0
Net Assets$363,034
Open 2021 Filing

Operations Trend

Revenue Growth95th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $35,882Expenses 2011: $102,404Net Income 2011: -$66,5222011Revenue 2012: $23,728Expenses 2012: $100,085Net Income 2012: -$76,3572012Revenue 2013: $30,452Expenses 2013: $111,506Net Income 2013: -$81,0542013Revenue 2014: $45,358Expenses 2014: $109,179Net Income 2014: -$63,8212014Revenue 2015: $293,371Expenses 2015: $107,865Net Income 2015: $185,5062015Revenue 2016: $141,204Expenses 2016: $104,044Net Income 2016: $37,1602016Revenue 2017: $20,932Expenses 2017: $100,996Net Income 2017: -$80,0642017Revenue 2019: $22,702Expenses 2019: $100,674Net Income 2019: -$77,9722019Revenue 2020: $14,639Expenses 2020: $110,289Net Income 2020: -$95,6502020Revenue 2021: $71,521Expenses 2021: $108,265Net Income 2021: -$36,7442021Revenue 2022: $89,554Expenses 2022: $108,776Net Income 2022: -$19,2222022Revenue 2023: $52,876Expenses 2023: $109,413Net Income 2023: -$56,5372023Revenue 2024: $158,451Expenses 2024: $109,482Net Income 2024: $48,9692024

Highlighted filing

2021

Revenue$71,521
Expenses$108,265
Net Income-$36,744
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANA HENDRICKSDirector-$8,000-$8,000
MICHAEL J OLDMENCFO-$0--
Filing and Contact Details

Filer

Filer Name
Donalda M Pelletier Foundation
EIN
51-0170644
Phone
8084431001
Address
PO BOX 981, PAHALA, HI 96777

Signing Officer

Name
Michael Oldmen
Title
CFO
Phone
8084431001
Signed
2022-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Taketa Iwata Hara & Associates LLC
Address
101 AUPUNI STREET SUITE 139, HILO, HI 96720
Preparer
Nathan Colgrove
Phone
8089355404
Raw XML Appendix351 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5VMWARE INC CLASS A - CASH IN LIEU
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MICHAEL J OLDMEN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 981
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PAHALA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0HI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd096777
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08084431001
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DANETTE SHEPARD SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PEDIATRIC SYSTEMS BIO TRANSLATIONAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ORANGE COAST COLLEGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UCI FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02701 FAIRVIEW ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1100 THEORY SUITE 250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COSTA MESA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1IRVINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092626
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192697
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt055000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt034761
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt034761
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt047340
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt045757
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt041438
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt043193
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt048204
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt048204
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0228142
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt050414
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt047340
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt045757
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt041438
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt043193
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt085175
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt050414
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0276346
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0225932
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt020500
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt041000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt020500
TaxesSchedule/TaxesDetail/Amt0415
TaxesSchedule/TaxesDetail/Amt1500
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX/ADR FEES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0415
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL OLDMEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum08084431001
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DONALDA M PELLETIER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DONA
ReturnHeader/Filer/EIN0510170644
ReturnHeader/Filer/PhoneNum08084431001
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 981
ReturnHeader/Filer/USAddress/CityNm0PAHALA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096777
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593783195
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAKETA IWATA HARA & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 AUPUNI STREET SUITE 139
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HILO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096720
ReturnHeader/PreparerPersonGrp/PhoneNum08089355404
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NATHAN COLGROVE
ReturnHeader/ReturnTs02022-05-12T17:21:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OLDMEN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$363,034
Liabilities
$0
Net assets
$363,034
Revenue
$71,521
Expenses
$108,265
Net income
-$36,744
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$1.58$1.09$0.49
2023Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.53$1.09$0.57
2022Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.90$1.09$0.19
2021Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.72$1.08$0.37
2020Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.15$1.10$0.96
2019Summary only. Only limited summary data is available for this year.$4.95$0.00$0.23$1.01$0.78
2017Detailed filing. Detailed filing data is available for this year.$6.42$0.00$6.42$0.21$1.01$0.80
2016Detailed filing. Detailed filing data is available for this year.$7.21$0.00$7.21$1.41$1.04$0.37
2015Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$2.93$1.08$1.86
2014Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.45$1.09$0.64
2013Summary only. Only limited summary data is available for this year.$5.63$0.00$0.30$1.12$0.81
2012Summary only. Only limited summary data is available for this year.$6.44$0.00$0.24$1.00$0.76
2011Summary only. Only limited summary data is available for this year.$7.20$0.00$0.36$1.02$0.67