Civic Intelligence

Kauluakalana

990 • Fiscal year 2020 • EIN 83-3612121

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 14, 2021

Organization ProfileWWW.KAULUAKALANA.ORG
PO Box 833Kailua, HI 96734

(808) 961-3462

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.26x

Higher debt load relative to assets than 82% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

77th percentile

0.10x

Higher debt load relative to revenue than 77% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

78th percentile

29%

Higher net margin than 78% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

94th percentile

$62,000

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 18.1% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets82nd percentile

Assets

$138,091

No earlier filing loaded for comparison.

Net Assets

$102,739

No earlier filing loaded for comparison.

Liabilities

$35,352

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin78th percentile

Revenue

$343,096

No earlier filing loaded for comparison.

Expenses

$242,757

No earlier filing loaded for comparison.

Net Income

$100,339

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2020: $138,091Liabilities 2020: $35,352Net Assets 2020: $102,7392020Assets 2021: $180,117Liabilities 2021: $6,088Net Assets 2021: $174,0292021Assets 2022: $391,980Liabilities 2022: $16,797Net Assets 2022: $375,1832022Assets 2023: $784,815Liabilities 2023: $7,882Net Assets 2023: $776,9332023Assets 2024: $870,055Liabilities 2024: $62,917Net Assets 2024: $807,1382024

Highlighted filing

2020

Assets$138,091
Liabilities$35,352
Net Assets$102,739
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0Revenue 2020: $343,096Expenses 2020: $242,757Net Income 2020: $100,3392020Revenue 2021: $320,153Expenses 2021: $248,863Net Income 2021: $71,2902021Revenue 2022: $534,020Expenses 2022: $332,866Net Income 2022: $201,1542022Revenue 2023: $826,391Expenses 2023: $424,641Net Income 2023: $401,7502023Revenue 2024: $861,430Expenses 2024: $831,225Net Income 2024: $30,2052024

Highlighted filing

2020

Revenue$343,096
Expenses$242,757
Net Income$100,339
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 14, 2021
Return Version
2020v4.1
Gross Receipts
$343,096
Mission and Program Overview

Mission

Our mission is to restore and grow healthy relationships between people and place through the aloha 'aina practices of retelling our kailua-specific stories, replanting and eating our ancestral foods, and caring for the sacred sites, lands, and waters of our beloved ahupua'a of kailua.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,400$129,853▲ $127,453
Land, Buildings, and Equipment, Net$0$8,238▲ $8,238
Total Assets$2,400$138,091▲ $135,691
Liabilities
Mortgage Notes Payable Secured by Investment Property-$22,250-
Accounts Payable and Accrued Expenses-$13,102-
Total Liabilities$0$35,352▲ $35,352
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,400$102,739▲ $100,339
Total Net Assets Fund Balance$2,400$102,739▲ $100,339
Total Liabilities and Net Assets / Fund Balance$2,400$138,091▲ $135,691

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$4,645$172$4,817
Equipment$3,593$1,198$4,791
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Bert Kaleo WongExecutive DirectorFT$62,000$62,000

Board Members and Trustees

NameTitle
Maya SafferyPresident
Dawn MahiCo-vice President
Kahikina De SilvaCo-vice President
Heidi GuthDirector
Kiana FrankDirector
Julie KaomeaSecretary
Joel PeraltoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$324,235
Program Service Revenue
$18,816
Investment Income
$45
Other Revenue
$0
All Other Contributions
$268,735
Change in Net Assets
$100,339
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$168,030
Other Expenses$74,727
Total Fundraising Expense$8,402
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$33,884$39,854$3,881$77,619
Current Officers, Directors, Trustees, and Key Employees$27,900$31,000$3,100$62,000
Other Employee Benefits$10,808$3,157$735$14,700
Payroll Taxes$7,572$5,453$686$13,711
Fees for Services Other$11,365--$11,365
Information Technology$10,247$1,088-$11,335
Office Expenses$267$8,807-$9,074
Advertising$179$6,104-$6,283
Fees for Services Accounting-$5,385-$5,385
Insurance-$5,291-$5,291
All Other Expenses$1,685--$1,685
Depreciation Depletion$172$1,198-$1,370
Other Expenses$313--$313
Conferences and Meetings-$254-$254
Travel-$48-$48
Total Functional Expenses$126,716$107,639$8,402$242,757
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 was submitted to the board for review and comment prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Each board member is required to annually sign the acknowledgment of the conflict of interest policy and indicate agreement to abide by the policy. The policy requires board,committee members and key employees to make full disclosure of any conflicts of interest.”

Form 990, Part VI, Section B, Line 15A

“Compensation for the executive director was discussed by the officers of the organization and approved by a vote of the full board of directors.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Kauluakalana
EIN
83-3612121
Phone
8089613462
Address
PO BOX 833, KAILUA, HI 96734

Signing Officer

Name
Joel C Peralto
Title
Treasurer
Phone
8089613462
Signed
2021-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bert Kaleo Wong
Formed
2019
Legal Domicile
Hi
Voting Board Members
7
Independent Board Members
7
Employees
4
Volunteers
2,600

Preparer

Firm
Alex J Smith CPA
Address
1403 FRANK STREET, HONOLULU, HI 96816
Preparer
Alex J Smith
Phone
8087377761
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IRS990/ProgSrvcAccomActy2Grp/Desc0PILI MAI - THIS PROGRAM BRINGS TOGETHER KAILUA-CONNECTED FAMILIES AND EDUCATORS TO FACILITATE THEIR RECONNECTION TO KALO, EACH OTHER, AND OUR HOMELAND IN ORDER TO CELEBRATE, INSPIRE, AND ORGANIZE THE REGENERATION OF OUR COMMUNITY AROUND THE CULTURAL PRACTICES OF POI MAKING. IN 2020, 4 FAMILIES PARTICIPATED IN PILI MAI. THEY MADE THEIR OWN POI BOARDS AND STONES FROM RESOURCES GATHERED FROM KAILUA ALONGSIDE SKILLED ARTISANS, AND THEN, OVER 5 MONTHS, THEY LEARNED FROM CULTURAL EXPERTS ABOUT HOW TO USE THESE TOOLS TO MAKE POI TO FEED THEIR FAMILIES.
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IRS990/ProgSrvcAccomActy3Grp/Desc0EDUCATION - WE ENGAGE PRE-K TO POST-SECONDARY STUDENTS, TEACHERS, AND ADMINISTRATORS, 'OHANA, AND OTHER COMMUNITY MEMBERS IN HAWAIIAN CULTURE-BASED LEARNING EXPERIENCES VIA SCHOOL FIELD TRIPS, TEACHER PROFESSIONAL DEVELOPMENT DAYS, WORK-BASED LEARNING INTERNSHIPS, AND VOLUNTEER SERVICE LEARNING DAYS. THE ONGOING HOSTING OF EDUCATIONAL GROUPS ON OUR 'AINA IS ONE OF THE PRIMARY WAYS WE FULFILL OUR MISSION OF RESTORING HEALTHY RELATIONSHIPS BETWEEN PEOPLE AND PLACE. IN 2020, WE HOSTED 33 INTERNS (SECONDARY & POST-SECONDARY STUDENTS AS WELL AS YOUNG ADULTS) AND CREATED 11 EDUCATIONAL VIDEOS AND MADE THEM AVAILABLE TO TEACHERS, STUDENTS AND FAMILIES TO SUPPORT THEIR VIRTUAL LEARNING DURING THE PANDEMIC.
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IRS990/PYRevenuesLessExpensesAmt02400
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt00
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02400
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0100339
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03150
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0324235
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0326635
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt045
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt045
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt018816
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0242466
IRS990ScheduleA/SubstantialContributorsTotAmt084169
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0324235
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02400
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0326635
IRS990ScheduleA/TotalSupportAmt0326680
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt03593
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01198
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04791
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt04645
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0172
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt04817
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08238
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS SUBMITTED TO THE BOARD FOR REVIEW AND COMMENT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH BOARD MEMBER IS REQUIRED TO ANNUALLY SIGN THE ACKNOWLEDGMENT OF THE CONFLICT OF INTEREST POLICY AND INDICATE AGREEMENT TO ABIDE BY THE POLICY. THE POLICY REQUIRES BOARD,COMMITTEE MEMBERS AND KEY EMPLOYEES TO MAKE FULL DISCLOSURE OF ANY CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION FOR THE EXECUTIVE DIRECTOR WAS DISCUSSED BY THE OFFICERS OF THE ORGANIZATION AND APPROVED BY A VOTE OF THE FULL BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0HI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02400
IRS990/TotalAssetsEOYAmt0138091
IRS990/TotalAssetsGrp/BOYAmt02400
IRS990/TotalAssetsGrp/EOYAmt0138091
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0324235
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt08402
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0107639
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0126716
IRS990/TotalFunctionalExpensesGrp/TotalAmt0242757
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt035352
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt035352
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02400
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0102739
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt06419
IRS990/TotalOtherProgSrvcRevenueAmt014866
IRS990/TotalProgramServiceExpensesAmt0126716
IRS990/TotalProgramServiceRevenueAmt018816
IRS990/TotalReportableCompFromOrgAmt062000
IRS990/TotalRevenueGrp/ExclusionAmt045
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt018816
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0343096
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02600
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02400
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0138091
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt048
IRS990/TravelGrp/TotalAmt048
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0KAILUA
IRS990/USAddress/StateAbbreviationCd0HI
IRS990/USAddress/ZIPCd096734
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.KAULUAKALANA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOEL C PERALTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08089613462
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAULUAKALANA
ReturnHeader/Filer/BusinessNameControlTxt0KAUL
ReturnHeader/Filer/EIN0833612121
ReturnHeader/Filer/PhoneNum08089613462
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 833
ReturnHeader/Filer/USAddress/CityNm0KAILUA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096734
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0465002021
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALEX J SMITH CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01403 FRANK STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HONOLULU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096816
ReturnHeader/PreparerPersonGrp/PhoneNum08087377761
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEX J SMITH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-14T16:22:37-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOEL

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$138,091
Liabilities
$35,352
Net assets
$102,739
Revenue
$343,096
Expenses
$242,757
Net income
$100,339
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.70$0.63$8.07$8.61$8.31$0.30
2023Detailed filing. Detailed filing data is available for this year.$7.85$0.08$7.77$8.26$4.25$4.02
2022Detailed filing. Detailed filing data is available for this year.$3.92$0.17$3.75$5.34$3.33$2.01
2021Detailed filing. Detailed filing data is available for this year.$1.80$0.06$1.74$3.20$2.49$0.71
2020Detailed filing. Detailed filing data is available for this year.$1.38$0.35$1.03$3.43$2.43$1.00