Civic Intelligence

Ohana Institute Foundation

990EZ • Fiscal year 2017 • EIN 82-2232031

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 26, 2018

PO Box 611487Rosemary Beach, FL 32461

(850) 231-1140

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Assets

$54,005

No earlier filing loaded for comparison.

Net Assets

$54,005

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$148,924

No earlier filing loaded for comparison.

Expenses

$94,919

No earlier filing loaded for comparison.

Net Income

$54,005

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.

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2017: $54,005Liabilities 2017: $0Net Assets 2017: $54,0052017Assets 2018: $1,704,472Liabilities 2018: $1,540,695Net Assets 2018: $163,7772018Assets 2019: $1,632,312Liabilities 2019: $1,528,126Net Assets 2019: $104,1862019Assets 2020: $1,571,139Liabilities 2020: $1,556,291Net Assets 2020: $14,8482020Assets 2021: $1,564,811Liabilities 2021: $1,497,173Net Assets 2021: $67,6382021Assets 2023: $1,448,445Liabilities 2023: $1,466,772Net Assets 2023: -$18,3272023Assets 2024: $7,008Liabilities 2024: $13,808Net Assets 2024: -$6,8002024

Highlighted filing

2017

Assets$54,005
Liabilities$0
Net Assets$54,005

Operations Trend

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

$400K$200K$0-$200KRevenue 2017: $148,924Expenses 2017: $94,919Net Income 2017: $54,0052017Revenue 2018: $352,302Expenses 2018: $242,531Net Income 2018: $109,7712018Revenue 2019: $110,618Expenses 2019: $170,209Net Income 2019: -$59,5912019Revenue 2020: $8,818Expenses 2020: $98,156Net Income 2020: -$89,3382020Revenue 2021: $181,553Expenses 2021: $128,763Net Income 2021: $52,7902021Revenue 2023: $180,648Expenses 2023: $205,689Net Income 2023: -$25,0412023Revenue 2024: $117,735Expenses 2024: $106,208Net Income 2024: $11,5272024

Highlighted filing

2017

Revenue$148,924
Expenses$94,919
Net Income$54,005
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 26, 2018
Return Version
2017v2.3
Gross Receipts
$174,455
Mission and Program Overview

Mission

The ohana institute foundation (oif) has formed in order to meet and exceed the financial needs that student tuition cannot cover. The oif believes in the mission and vision of ohana and as such, is motivated to commit their time and resource to funding ohana in its educational and growth pursuits. These efforts include funding new student programs, travel experiences, scholarships, and speciality personnel costs. Additionally, the oif intends to provide funding support for a new facility with the build-out of a state-of-the-art learning environment. The oif intend to support these financial needs throu

To support and carry out the charitable and educational functions of ohana institute, inc.(ein: 80-0728987)(generally referred to as "ohana and sometimes referred to as the "beneficiary") by providing financial support and other aid to ohana, and to its beneficiaries as directed by ohana, as a supporting organization described in section 509(a)(3)(b)(i) of the internal revenue code.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDES FINANCIAL SUPPORT TO THE OHANA INSTITUTE, INCLUDING, WITHOUT LIMITATION, FUNDING NEW STUDENT PROGRAMS, TRAVEL EXPERIENCES AND SPECIALTY PERSONNEL COSTS. ADDITIONALLY, THE ORGANIZATION ASSISTS IN PROVIDING FUNDING TO BUILD A NEW STATE-OF-THE-ART LEARNING FACILITY TO BE LOCATED NEAR THE FACILITIES OF THE INSTITUTE.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH L BURGTORFIndividual TrusteeFT$0--
SUSAN PAIGE YORKIndividual Trustee-$0--
JANE SOLOMONIndividual Trustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Tasting Event$24,254$24,254$10,212$14,042
Chef Luis Pous Dinner$36,000$7,000$15,319$-8,319
Total Events$64,255$35,255$25,531$9,724
Filing and Contact Details

Filer

Filer Name
Ohana Institute Foundation
EIN
82-2232031
Phone
8502311140
Address
PO BOX 611487, ROSEMARY BEACH, FL 32461

Signing Officer

Name
Elizabeth L Burgtorf
Title
Independent Trustee
Phone
8502311140
Signed
2018-06-26
Discuss with paid preparer
Yes

Preparer

Firm
Judd S Jackson CPA LLC
Address
625 GRAND BLVD STE 212, MIRAMAR BEACH, FL 32550
Preparer
Judd S Jackson CPA
Phone
8504241711
Supplemental Narrative

Additional Explanations

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

Description: conference expenses. Amount: 42,799. Description: scholarships. Amount: 27,041. Description: bank fees. Amount: 372. Description: miscellaneous. Amount: 283. Total to form 990-ez, line 16: 70,495.

Form 990-ez, Part II, Line 24 - Other Assets

Description: due from ohana institute. Beg. Of year amount: 0. End of year amount: 1,993.

Raw XML Appendix180 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum08505474566
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANE SOLOMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0INDIVIDUAL TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1INDIVIDUAL TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2INDIVIDUAL TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01993
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt070495
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT AND CARRY OUT THE CHARITABLE AND EDUCATIONAL FUNCTIONS OF OHANA INSTITUTE, INC.(EIN: 80-0728987)(GENERALLY REFERRED TO AS "OHANA AND SOMETIMES REFERRED TO AS THE "BENEFICIARY") BY PROVIDING FINANCIAL SUPPORT AND OTHER AID TO OHANA, AND TO ITS BENEFICIARIES AS DIRECTED BY OHANA, AS A SUPPORTING ORGANIZATION DESCRIBED IN SECTION 509(A)(3)(B)(I) OF THE INTERNAL REVENUE CODE.
IRS990EZ/ProgramServiceRevenueAmt042200
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDES FINANCIAL SUPPORT TO THE OHANA INSTITUTE, INCLUDING, WITHOUT LIMITATION, FUNDING NEW STUDENT PROGRAMS, TRAVEL EXPERIENCES AND SPECIALTY PERSONNEL COSTS. ADDITIONALLY, THE ORGANIZATION ASSISTS IN PROVIDING FUNDING TO BUILD A NEW STATE-OF-THE-ART LEARNING FACILITY TO BE LOCATED NEAR THE FACILITIES OF THE INSTITUTE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt09724
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TotalRevenueAmt0148924
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://WWW.OHANAINSTITUTE.ORG
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt027041
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt027041
IRS990ScheduleG/EmailSolicitationsInd0X
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt029000
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010212
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IRS990ScheduleG/SolicitationOfGovtGrantsInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: CONFERENCE EXPENSES. AMOUNT: 42,799. DESCRIPTION: SCHOLARSHIPS. AMOUNT: 27,041. DESCRIPTION: BANK FEES. AMOUNT: 372. DESCRIPTION: MISCELLANEOUS. AMOUNT: 283. TOTAL TO FORM 990-EZ, LINE 16: 70,495.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DUE FROM OHANA INSTITUTE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,993.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH L BURGTORF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0INDEPENDENT TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08502311140
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OHANA INSTITUTE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OHAN
ReturnHeader/Filer/EIN0822232031
ReturnHeader/Filer/PhoneNum08502311140
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 611487
ReturnHeader/Filer/USAddress/CityNm0ROSEMARY BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02018-06-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:13:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814170912
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JUDD S JACKSON CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0625 GRAND BLVD STE 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIRAMAR BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032550
ReturnHeader/PreparerPersonGrp/PhoneNum08504241711
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUDD S JACKSON CPA
ReturnHeader/ReturnTs02018-06-28T14:30:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-05-11
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings