Civic Intelligence

Haigo & Irene Shen Foundation

990PF • Fiscal year 2016 • EIN 86-1099301

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 07, 2017

Organization Profile
C/O 1188 BISHOP STREET Room 1611Honolulu, HI 96813

(808) 524-8929

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

91st percentile

53%

Higher net margin than 91% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

71st percentile

7.8%

Faster asset growth than 71% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

95th percentile

138%

Faster revenue growth than 95% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,970,583

Up $141,818 (+7.8%) from 2015

Net Assets

Up

$1,970,583

Up $141,818 (+7.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin91st percentile

Revenue

Up

$266,150

Up $154,137 (+138%) from 2015

Expenses

Up

$124,332

Up $12,732 (+11%) from 2015

Net Income

Up

$141,818

Up $141,405 (+34238%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,890,824Liabilities 2011: $02011Assets 2012: $1,855,791Liabilities 2012: $0Net Assets 2012: $1,855,7912012Assets 2013: $1,840,503Liabilities 2013: $0Net Assets 2013: $1,840,5032013Assets 2014: $1,828,352Liabilities 2014: $0Net Assets 2014: $1,828,3522014Assets 2015: $1,828,765Liabilities 2015: $0Net Assets 2015: $1,828,7652015Assets 2016: $1,970,583Liabilities 2016: $0Net Assets 2016: $1,970,5832016Assets 2017: $1,966,854Liabilities 2017: $0Net Assets 2017: $1,966,8542017Assets 2018: $1,934,786Liabilities 2018: $0Net Assets 2018: $1,934,7862018Assets 2019: $1,931,498Liabilities 2019: $0Net Assets 2019: $1,931,4982019Assets 2020: $1,929,552Liabilities 2020: $0Net Assets 2020: $1,929,5522020Assets 2021: $2,463,821Liabilities 2021: $0Net Assets 2021: $2,463,8212021Assets 2022: $2,350,725Liabilities 2022: $0Net Assets 2022: $2,350,7252022Assets 2023: $2,278,391Liabilities 2023: $0Net Assets 2023: $2,278,3912023Assets 2024: $2,256,847Liabilities 2024: $0Net Assets 2024: $2,256,8472024

Highlighted filing

2016

Assets$1,970,583
Liabilities$0
Net Assets$1,970,583
Open 2016 Filing

Operations Trend

Revenue Growth95th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $55,260Expenses 2011: $0Net Income 2011: $55,2602011Expenses 2012: $100,5952012Revenue 2013: $77,712Expenses 2013: $93,000Net Income 2013: -$15,2882013Revenue 2014: $79,850Expenses 2014: $90,501Net Income 2014: -$10,6512014Revenue 2015: $112,013Expenses 2015: $111,600Net Income 2015: $4132015Revenue 2016: $266,150Expenses 2016: $124,332Net Income 2016: $141,8182016Revenue 2017: $105,617Expenses 2017: $109,346Net Income 2017: -$3,7292017Revenue 2018: $112,932Expenses 2018: $145,000Net Income 2018: -$32,0682018Revenue 2019: $96,712Expenses 2019: $100,000Net Income 2019: -$3,2882019Revenue 2020: $98,054Expenses 2020: $100,000Net Income 2020: -$1,9462020Revenue 2021: $634,967Expenses 2021: $100,698Net Income 2021: $534,2692021Revenue 2022: $22,097Expenses 2022: $135,193Net Income 2022: -$113,0962022Revenue 2023: $54,507Expenses 2023: $126,840Net Income 2023: -$72,3332023Revenue 2024: $108,107Expenses 2024: $129,651Net Income 2024: -$21,5442024

Highlighted filing

2016

Revenue$266,150
Expenses$124,332
Net Income$141,818
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 7, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MRS BONNIE YIPPresident-$0--
MRS LULU SHEN-CHOWVP-$0--
MRS RICHARD CHEUNGSecretart/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Haigo & Irene Shen Foundation
EIN
86-1099301
Phone
8085248929
Address
C/O 1188 BISHOP STREET Room 1611, HONOLULU, HI 96813

Signing Officer

Name
Richard Cheung
Title
Secretary
Signed
2017-11-07
Discuss with paid preparer
No

Preparer

Firm
Richard MY Cheung CPA
Address
1188 Bishop St 1611, Honolulu, HI 96813
Preparer
Richard Cheung
Phone
8085248929
Raw XML Appendix312 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
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02015-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12010-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0BANCWEST - S/T
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1BANCWEST - L/T
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0134380
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt11457848
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt0MARKET
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt1MARKET
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0136212
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt11704004
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/BusinessName/BusinessNameLine1Txt0FIRST HAWAIIAN BANK
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/BusinessName/BusinessNameLine1Txt1FIRST HAWAIIAN BANK
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02016-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12016-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt01832
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1246156
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0701132
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BANCWEST INVESTMENT PORTFOLIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0709893
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/BusinessCd0523920
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt015419
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0247988
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt02743
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0266150
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0266150
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0247988
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt015419
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt015419
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0141818
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01840216
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02743
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02743
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0672
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0247988
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0266150
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt023660
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0124332
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0266150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0266150
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt024332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0134380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11457848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1246156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1246156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0136212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11704004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BANCWEST - S/T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BANCWEST - L/T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0247988
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt01832
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0141818
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01970583
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01828765
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01970583
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0-2662
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02662
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02662
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02662
IRS990PF/DistributableAmountGrp/TotalTaxAmt02662
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt06000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04583
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01245
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02662
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt07245
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04583
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02662
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02662
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07245
IRS990PF/FMVAssetsEOYAmt01979344
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt060449
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt037235
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt037235
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01766982
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0701132
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0709893
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01828765
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01970583
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01334
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01232216
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01232216
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01828765
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01970583
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01979344
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01828765
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01970583
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01828765
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01970583
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MRS BONNIE YIP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MRS LULU SHEN-CHOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MRS RICHARD CHEUNG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETART/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0107 BROOKLINE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt17371 KALANIANAOLE HWY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21188 BISHOP ST 1611
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MORAGA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HONOLULU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2HONOLULU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1HI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2HI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094556
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd196825
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd296813
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02662
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0108880
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt086201
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt092223
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt099392
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0110447
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt0000.011500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt0000.057502
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02662
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01920750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0100000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0000.057502
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt097338
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0100000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02662
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0100000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01188 BISHOP STREET SUITE 1611
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HONOLULU
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0HI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd096813
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0HI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0RICHARD MY CHEUNG CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum08085248929
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0ST. JOHNS UNIVERSITY
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0UNIVERSITY OF HAWAII FOUNDATION
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0EAST-WEST CENTER FOUNDATION
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0SOAR FOUNDATION ($15000) CHARITABLE PLUS TRUST, INC. ($10000) EVERGREEN EDUCATION FOUDATION ($5000)
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt030000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt020000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt020000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt030000
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt030000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION BUILDING RENOVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST JOHN'S UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF HAWAII FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2EAST-WEST CENTER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SOAR FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4EVERGREEN EDUCATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5PLUS CHARITABLE TRUST INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0NO 42 SEC 1 CHUNG SHAN N ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0TANSHUI TAIPEI COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0TW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd0251
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02410 CAMPUS ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11601 EAST-WEST ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2P O BOX 515
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3P O BOX 5131
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4222 STONEY GATE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HONOLULU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HONOLULU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2UNION CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3RICHMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CARLISLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd096822
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd196848
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294587
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394805
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd401741
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0NA
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0NA
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0NA
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0-2662
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0110000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt087000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02662
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0294338
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0100000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0110000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt087000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0100000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0297000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0197000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FEDERAL TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt122550
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD CHEUNG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAIGO & IRENE SHEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HAIG
ReturnHeader/Filer/EIN0861099301
ReturnHeader/Filer/PhoneNum08085248929
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O 1188 BISHOP STREET Room 1611
ReturnHeader/Filer/USAddress/CityNm0HONOLULU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096813
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId080E014C340EEADAC85008FD9DC1B75B1910D3C4D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId080E014C340EEADAC85008FD9DC1B75B1910D3C4D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt045.32.75.8
ReturnHeader/FilingSecurityInformation/IPDt02017-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0HS
ReturnHeader/FilingSecurityInformation/IPTm021:47:55
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Richard MY Cheung CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01188 Bishop St 1611
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Honolulu
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096813
ReturnHeader/PreparerPersonGrp/PhoneNum08085248929
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard Cheung
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-07T01:40:00-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,970,583
Liabilities
$0
Net assets
$1,970,583
Revenue
$266,150
Expenses
$124,332
Net income
$141,818
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.11$0.13$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.05$0.13$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.02$0.14$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.63$0.10$0.53
2020Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.10$0.10$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.10$0.10$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.11$0.15$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.11$0.11$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.27$0.12$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.11$0.11$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.08$0.09$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.08$0.09$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.10
2011Summary only. Only limited summary data is available for this year.$1.89$0.00$0.06$0.00$0.06