Civic Intelligence

Ohana Preservation Foundation

990EZ • Fiscal year 2021 • EIN 83-4344151

Jan 01, 2021 to Dec 31, 2021 • Filed on May 12, 2022

24282 James Monroe HwyAldie, VA 20105

(310) 351-0039

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

89th percentile

57%

Higher net margin than 89% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Assets

$54,595

No earlier filing loaded for comparison.

Net Assets

$54,595

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$88,553

No earlier filing loaded for comparison.

Expenses

$38,046

No earlier filing loaded for comparison.

Net Income

$50,507

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.

$300K$200K$100K$0Assets 2021: $54,595Liabilities 2021: $0Net Assets 2021: $54,5952021Assets 2022: $226,715Liabilities 2022: $0Net Assets 2022: $226,7152022Assets 2023: $159,903Liabilities 2023: $150Net Assets 2023: $159,7532023Assets 2024: $138,579Liabilities 2024: $0Net Assets 2024: $138,5792024

Highlighted filing

2021

Assets$54,595
Liabilities$0
Net Assets$54,595

Operations Trend

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

$400K$200K$0-$200KRevenue 2021: $88,553Expenses 2021: $38,046Net Income 2021: $50,5072021Revenue 2022: $383,211Expenses 2022: $211,091Net Income 2022: $172,1202022Revenue 2023: $193,577Expenses 2023: $260,539Net Income 2023: -$66,9622023Revenue 2024: $131,357Expenses 2024: $152,531Net Income 2024: -$21,1742024

Highlighted filing

2021

Revenue$88,553
Expenses$38,046
Net Income$50,507
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.2
Gross Receipts
$88,553
Mission and Program Overview

Mission

To serve vulnerable children, their families, and caregivers through equine, art and horticulture programs where they can experience well-being in a therapeutic, rural environment.

To preserve land, promote the therapeutic nature of horses, and to support community programs through the aldi conservation fund, dropping the reins initiative and the jubinsky fund.

Program Services

DescriptionGrantsExpenses
TO PRESERVE LAND, PROMOTE THE THERAPEUTIC NATURE OF HORSES, AND TO SUPPORT COMMUNITY PROGRAMS THROUGH THE ALDI CONSERVATION FUND, DROPPING THE REINS INITIATIVE AND THE JUBINSKY FUND.$0$37,388
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL OVERSONDirector-$0--
JAMES PANKASDirector-$0--
ROBERT BARGERONDirector-$0--
MELISSA PANKASPresident/CFO/TreasurerPT$0--
CARL PIKEVice President-$0--
KRISTIN STEWARTSecretary/Program DirectorPT$0--
LAURA TEKRONYExecutive Director-$0--
Filing and Contact Details

Filer

Filer Name
Ohana Preservation Foundation
EIN
83-4344151
Phone
3103510039
Address
24282 JAMES MONROE HWY, ALDIE, VA 20105

Signing Officer

Name
Melissa Pankas
Title
President
Phone
3103510039
Signed
2022-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Mitchell Burns & Co Pc
Address
110 EAST MARKET ST 200, LEESBURG, VA 20176
Preparer
Jeffrey D Mitchell
Phone
7037774900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 2,435.

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

Description: bank fees. Amount: 54. Description: business fees. Amount: 590. Description: support staff & volunteer meals. Amount: 3,732. Description: veterinarian. Amount: 8,948. Description: feed. Amount: 1,648. Description: ohanu equestrian preserve. Amount: 2,937. Description: insurance. Amount: 3,646. Description: supplies. Amount: 213. Description: dropping of the reins. Amount: 490. Description: miscellaneous. Amount: 200. Description: equipment. Amount: 3,867. Description: land maintenance. Amount: 7,829. Description: direct fundraising expense. Amount: 658. Total to form 990-ez, line 16: 34,812.

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

Description: other depreciable assets. Beg. Of year amount: 0. End of year amount: 53,610.

Raw XML Appendix166 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/PhoneNum03103510039
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL OVERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES PANKAS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY/PROGRAM DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd00
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DEPRECIATION. AMOUNT: 2,435.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK FEES. AMOUNT: 54. DESCRIPTION: BUSINESS FEES. AMOUNT: 590. DESCRIPTION: SUPPORT STAFF & VOLUNTEER MEALS. AMOUNT: 3,732. DESCRIPTION: VETERINARIAN. AMOUNT: 8,948. DESCRIPTION: FEED. AMOUNT: 1,648. DESCRIPTION: OHANU EQUESTRIAN PRESERVE. AMOUNT: 2,937. DESCRIPTION: INSURANCE. AMOUNT: 3,646. DESCRIPTION: SUPPLIES. AMOUNT: 213. DESCRIPTION: DROPPING OF THE REINS. AMOUNT: 490. DESCRIPTION: MISCELLANEOUS. AMOUNT: 200. DESCRIPTION: EQUIPMENT. AMOUNT: 3,867. DESCRIPTION: LAND MAINTENANCE. AMOUNT: 7,829. DESCRIPTION: DIRECT FUNDRAISING EXPENSE. AMOUNT: 658. TOTAL TO FORM 990-EZ, LINE 16: 34,812.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 53,610.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 14
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA PANKAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03103510039
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OHANA PRESERVATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OHAN
ReturnHeader/Filer/EIN0834344151
ReturnHeader/Filer/PhoneNum03103510039
ReturnHeader/Filer/USAddress/AddressLine1Txt024282 JAMES MONROE HWY
ReturnHeader/Filer/USAddress/CityNm0ALDIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd020105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541853459
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0110 EAST MARKET ST 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEESBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020176
ReturnHeader/PreparerPersonGrp/PhoneNum07037774900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY D MITCHELL
ReturnHeader/ReturnTs02022-05-16T09:09:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MELISSA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PANKAS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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