Civic Intelligence

Ka Ohana Waiaha

EIN 80-0149114 • 501(c)3 • Kailua Kona, HI

Profile

To arrange for the acquisition and provision of affordable housing for faculty and staff of the university of the nations, inc., which is another tax exempt, non-profit, charitable, and educational organization.

75-5851 Kuakini Hwy 102Kailua Kona, HI 96740

gmail.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

11th percentile

0.00x

Higher debt load relative to revenue than 11% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

47th percentile

3.8%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-38%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Up

$7,272,167

Up $231,753 (+3.3%) from 2023

Liabilities

Down

$300

Down $2 (-0.7%) from 2023

Net Assets

Up

$7,271,867

Up $231,755 (+3.3%) from 2023

Revenue

Down

$270,912

Down $23,714 (-8.0%) from 2023

Expenses

Up

$39,157

Up $2,686 (+7.4%) from 2023

Net Income

Down

$231,755

Down $26,400 (-10%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,172,309Liabilities 2010: $905,107Net Assets 2010: $1,267,2022010Assets 2011: $2,994,203Liabilities 2011: $1,394,500Net Assets 2011: $1,599,7032011Assets 2012: $6,259,415Liabilities 2012: $4,152,663Net Assets 2012: $2,106,7522012Assets 2013: $5,829,017Liabilities 2013: $3,591,548Net Assets 2013: $2,237,4692013Assets 2014: $5,247,926Liabilities 2014: $2,834,703Net Assets 2014: $2,413,2232014Assets 2015: $5,147,555Liabilities 2015: $2,627,756Net Assets 2015: $2,519,7992015Assets 2016: $5,745,479Liabilities 2016: $2,687,971Net Assets 2016: $3,057,5082016Assets 2017: $5,545,614Liabilities 2017: $2,476,285Net Assets 2017: $3,069,3292017Assets 2018: $5,695,496Liabilities 2018: $0Net Assets 2018: $5,695,4962018Assets 2019: $5,942,896Liabilities 2019: $146Net Assets 2019: $5,942,7502019Assets 2020: $5,961,778Liabilities 2020: $0Net Assets 2020: $5,961,7782020Assets 2021: $6,346,897Liabilities 2021: $0Net Assets 2021: $6,346,8972021Assets 2022: $6,782,257Liabilities 2022: $300Net Assets 2022: $6,781,9572022Assets 2023: $7,040,414Liabilities 2023: $302Net Assets 2023: $7,040,1122023Assets 2024: $7,272,167Liabilities 2024: $300Net Assets 2024: $7,271,8672024

Highlighted filing

2024

Assets$7,272,167
Liabilities$300
Net Assets$7,271,867

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0Expenses 2010: $3,9632010Expenses 2011: $16,9072011Expenses 2012: $152,3592012Expenses 2013: $188,3752013Revenue 2014: $258,725Expenses 2014: $83,563Net Income 2014: $175,1622014Revenue 2015: $220,738Expenses 2015: $114,162Net Income 2015: $106,5762015Revenue 2016: $605,397Expenses 2016: $67,687Net Income 2016: $537,7102016Revenue 2017: $239,511Expenses 2017: $83,121Net Income 2017: $156,3902017Revenue 2018: $1,892,679Expenses 2018: $85,412Net Income 2018: $1,807,2672018Revenue 2019: $293,910Expenses 2019: $145,655Net Income 2019: $148,2552019Revenue 2020: $86,744Expenses 2020: $67,716Net Income 2020: $19,0282020Revenue 2021: $115,128Expenses 2021: $35,015Net Income 2021: $80,1132021Revenue 2022: $478,287Expenses 2022: $43,227Net Income 2022: $435,0602022Revenue 2023: $294,626Expenses 2023: $36,471Net Income 2023: $258,1552023Revenue 2024: $270,912Expenses 2024: $39,157Net Income 2024: $231,7552024

Highlighted filing

2024

Revenue$270,912
Expenses$39,157
Net Income$231,755

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.27$0.00$7.27$0.27$0.04$0.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.04$0.00$7.04$0.29$0.04$0.26
2022Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$0.48$0.04$0.44
2021Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.35$0.12$0.04$0.08
2020Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$0.09$0.07$0.02
2019Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.29$0.15$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.70$0.00$5.70$1.89$0.09$1.81
2017Detailed filing. Detailed filing data is available for this year.$5.55$2.48$3.07$0.24$0.08$0.16
2016Detailed filing. Detailed filing data is available for this year.$5.75$2.69$3.06$0.61$0.07$0.54
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.15$2.63$2.52$0.22$0.11$0.11
2014Detailed filing. Detailed filing data is available for this year.$5.25$2.83$2.41$0.26$0.08$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.83$3.59$2.24$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.26$4.15$2.11$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.99$1.39$1.60$0.02
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.91$1.27$0.00
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 10, 2023
Return Version
2022v5.0
Gross Receipts
$604,925
Mission and Program Overview

Mission

To arrange for the acquisition and provision of affordable housing for faculty and staff of the university of the nations, inc., which is another tax exempt, non-profit, charitable, and educational organization.

To arrange for the acquisition and provision of affordable housing for faculty and staff of the university of the nations kona, inc., a tax exempt, nonprofit, charitable, and educational organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$4,155,283$4,210,913▲ $55,630
Savings and Temporary Cash Investments$1,120,913$1,582,872▲ $461,959
Land, Buildings, and Equipment, Net$473,906$390,001▼ $83,905
Receivable From Disqualified Prsn$302,078$296,747▼ $5,331
Other Notes and Loans Receivable, Net$225,000$225,000→ $0
Accounts Receivable$1,467$8,474▲ $7,007
Total Assets$6,346,897$6,782,257▲ $435,360
Other Assets Total$68,250$68,250→ $0
Liabilities
Accounts Payable and Accrued Expenses-$300-
Total Liabilities$0$300▲ $300
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,346,897$6,781,957▲ $435,060
Total Net Assets Fund Balance$6,346,897$6,781,957▲ $435,060
Total Liabilities and Net Assets / Fund Balance$6,346,897$6,782,257▲ $435,360

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$390,001$49,683$439,684
Investment Program Related Org$4,210,913--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Asanja FrickChairperson
Brad HolidayDirector
Cory PassehlDirector
Gunila BaumannDirector
Jeff WaddellDirector
Jonathon HamiltonDirector
Judy KimDirector
Martin RedigerDirector
Laura RatuleleSecretary
Kevin NorrisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$204,925
Investment Income
$273,362
Other Revenue
$0
Change in Net Assets
$435,060
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$43,227
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$9,642$1,702-$11,344
Depreciation Depletion$9,040$1,004-$10,044
Fees for Services Accounting$4,444$494-$4,938
Fees for Services Management$1,912$338-$2,250
Insurance$1,473$164-$1,637
Information Technology$648$72-$720
Other Expenses$449$79-$528
Fees for Services Legal$111$12-$123
Total Functional Expenses$38,278$4,949$0$43,227
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$302,078$296,747▼ $5,331
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The return is reviewed and approved by the board of directors prior to filing.

Form 990, Page 6, Part VI, Line 19

Governing documents, including the form 990 are available upon request.

Filing and Contact Details

Filer

Filer Name
Ka Ohana Waiaha
EIN
80-0149114
Phone
2142506956
Address
75-5851 KUAKINI HWY 102, KAILUA KONA, HI 96740

Signing Officer

Name
Kevin Norris
Title
Treasurer
Phone
2142506956
Signed
2023-04-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Asanja Frick
Formed
2008
Legal Domicile
Hi
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Carbonaro Cpas & Management Group
Address
1885 MAIN ST STE 408, WAILUKU, HI 96793
Preparer
Gretchen Kremeyer
Phone
8082425002
Raw XML AppendixShowing 400 of 423 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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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ASANJA FRICK
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IRS990/ProgramServiceRevenueGrp/Desc0INTEREST INCOME
IRS990/ProgramServiceRevenueGrp/Desc1LAND LEASE INCOME
IRS990/ProgramServiceRevenueGrp/Desc2RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc3OTHER PROGRAM INCOME
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt141328
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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SCHEDULE A, PART III, COLUMN (D) IS FOR THE SHORT PERIOD BEGINNING JULY 1, 2021 AND ENDING DECEMBER 31, 2021.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SUPPLEMENTAL INFORMATION
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt062890
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt079352
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt082250
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0334168
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt057689
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IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt055988
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt057923
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt060629
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0115128
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0204925
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0115128
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0202635
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0201201
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0STAFF HOUSING
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1STAFF HOUSING
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0277354
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt175000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0KEVIN AND ELIZABETH NORRIS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1GUNILA KERSTIN BAUMANN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0BOARD MEMBER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1BOARD MEMBER
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd1true
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS, INCLUDING THE FORM 990 ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06781957
IRS990/TotalProgramServiceExpensesAmt038278
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IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06346897
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt075-5851 KUAKINI HWY 102
IRS990/USAddress/CityNm0KAILUAKONA
IRS990/USAddress/StateAbbreviationCd0HI
IRS990/USAddress/ZIPCd096740
IRS990/VotingMembersGoverningBodyCnt010
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN NORRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02142506956
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KA OHANA WAIAHA
ReturnHeader/Filer/BusinessNameControlTxt0KAOH

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