Civic Intelligence

Mauna Foundation

990PF • Fiscal year 2021 • EIN 82-4686711

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2021 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

68th percentile

0.00x

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

2021 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2021

Net Margin

33rd percentile

8.1%

Higher net margin than 33% of similar nonprofits.

2021 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

78th percentile

$65,000

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 15.6% of source-year revenue.

2021 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2021

Asset Growth

23rd percentile

0.2%

Faster asset growth than 23% of similar nonprofits.

2021 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Assets

Up

$21,739,813

Up $33,917 (+0.2%) from 2020

Net Assets

Up

$21,739,813

Up $33,917 (+0.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$416,797

Up $725,240 (+235%) from 2020

Expenses

Down

$382,880

Down $355,369 (-48%) from 2020

Net Income

Up

$33,917

Up $1,080,609 (+103%) from 2020

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2019: $22,752,588Liabilities 2019: $0Net Assets 2019: $22,752,5882019Assets 2020: $21,705,896Liabilities 2020: $0Net Assets 2020: $21,705,8962020Assets 2021: $21,739,813Liabilities 2021: $0Net Assets 2021: $21,739,8132021Assets 2022: $21,590,328Liabilities 2022: $0Net Assets 2022: $21,590,3282022Assets 2023: $20,713,523Liabilities 2023: $12023Assets 2024: $22,191,450Liabilities 2024: $191,373Net Assets 2024: $22,000,0772024

Highlighted filing

2021

Assets$21,739,813
Liabilities$0
Net Assets$21,739,813

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2019: $63,542Expenses 2019: $1,032,457Net Income 2019: -$968,9152019Revenue 2020: -$308,443Expenses 2020: $738,249Net Income 2020: -$1,046,6922020Revenue 2021: $416,797Expenses 2021: $382,880Net Income 2021: $33,9172021Revenue 2022: $604,832Expenses 2022: $760,817Net Income 2022: -$155,9852022Revenue 2023: $561,190Expenses 2023: $1,396,872Net Income 2023: -$835,6822023Revenue 2024: $1,858,522Expenses 2024: $571,968Net Income 2024: $1,286,5542024

Highlighted filing

2021

Revenue$416,797
Expenses$382,880
Net Income$33,917
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brie RominesDir, Pres, Sec, TreasPT$65,000-$65,000
Filing and Contact Details

Filer

Filer Name
Mauna Foundation
EIN
82-4686711
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
brie romines
Title
president
Phone
8008391754
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52MONOLITHIC POWER SYSTEMS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53MS 10% CONTINGENT AUTOCALL BAB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MS 11.05% CONTINGENT AUTOCALL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MS CI AUTO AMZN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MSCI INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57NEXTERA ENERGY, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58NIKE INC-CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59NOVO NORDISK A S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61PAYPAL HOLDINGS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63PROCTER GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65RBC 12% CONTINGENT AUTOCALL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66SEAGATE TECHNOLOGY HOLDINGS PL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67SERVICE NOW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68SPDR GOLD SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69SPROTT PHYSICAL GOLD TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70STARBUCKS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71TAIWAN SEMICONDUCTOR MFG CO LT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72TARGET CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73TENCENT HOLDINGS LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74THE COCA-COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78VERISK ANALYTICS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81WALT DISNEY HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83WEST PHARMA SVCS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0500000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1173547
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3184681
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4152770
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt599575
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BLACKSTONE REAL ESTATE INV TRU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1CLIMATE IMPACT SOL OFF M C S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2JONES LANG LASALLE INCOME PROP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3OAK STREET REAL ESTATE CAPITAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4PE PREMIER OAKTREE OPPS XI OFF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5PETERSHILL IV OFFSHORE SCSP FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6SKYBRIDGE MULTI-ADSR HF SERIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0675854
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1290807
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21129373
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3213003
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4181892
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5132259
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6365736
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0310517
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt075820
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0610
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K-1 Inc/Loss
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt024228
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt05622
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0411175
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt05622
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0416797
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt075820
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt065000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt065000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt078500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt078500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0310517
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0310517
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt033917
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt016755134
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0610
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0610
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt08143
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt08143
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt075820
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0272815
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt078431
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt010557
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt094776
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt024228
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt029850
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0127702
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0127702
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt05218
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt05218
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0101
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03541
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0235292
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0138360
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0382880
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0411175
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0416797
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0156792
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0138360
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0304380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt016182401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt160088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2237617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3189629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt412666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0153503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13087
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-13176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-40419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-25660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-1515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0153503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-13176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-40419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-25660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-1515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt016335904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt146912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2197198
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3163969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt411151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Passthrough K1 Capital Gain/(Loss)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BLACKSTONE RE INCOME FND I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3BLACKSTONE RE INCOME FND I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4BLACKSTONE RE INCOME FND I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5BLACKSTONE RE INCOME FND I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt075820

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