Civic Intelligence

Ted N Wakida Foundation

990PF • Fiscal year 2022 • EIN 94-3271116

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 01, 2023

Organization Profile
1001 Waiholo StreetHonolulu, HI 96821

(808) 591-4801

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

5th percentile

-231%

Higher net margin than 5% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

17th percentile

-26%

Faster asset growth than 17% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

5th percentile

-86%

Faster revenue growth than 5% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$86,881

Down $29,892 (-26%) from 2021

Net Assets

Down

$86,881

Down $29,892 (-26%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin5th percentile

Revenue

Down

$2,007

Down $12,804 (-86%) from 2021

Expenses

Down

$6,653

Down $404 (-5.7%) from 2021

Net Income

Down

-$4,646

Down $12,400 (-160%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$150K$100K$50K$0Assets 2011: $136,720Liabilities 2011: $02011Assets 2012: $133,441Liabilities 2012: $02012Assets 2013: $128,531Liabilities 2013: $02013Assets 2014: $132,294Liabilities 2014: $02014Assets 2015: $115,462Liabilities 2015: $02015Assets 2019: $113,834Liabilities 2019: $02019Assets 2020: $103,687Liabilities 2020: $0Net Assets 2020: $103,6872020Assets 2021: $116,773Liabilities 2021: $0Net Assets 2021: $116,7732021Assets 2022: $86,881Liabilities 2022: $0Net Assets 2022: $86,8812022Assets 2023: $116,100Liabilities 2023: $0Net Assets 2023: $116,1002023Assets 2024: $134,997Liabilities 2024: $0Net Assets 2024: $134,9972024

Highlighted filing

2022

Assets$86,881
Liabilities$0
Net Assets$86,881
Open 2022 Filing

Operations Trend

Revenue Growth5th percentile

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

$20K$10K$0-$10K-$20KRevenue 2011: $4,512Expenses 2011: $9,665Net Income 2011: -$5,1532011Revenue 2012: $7,177Expenses 2012: $9,815Net Income 2012: -$2,6382012Revenue 2013: -$4,047Expenses 2013: $7,722Net Income 2013: -$11,7692013Revenue 2014: $8,052Expenses 2014: $10,121Net Income 2014: -$2,0692014Revenue 2015: $998Expenses 2015: $9,667Net Income 2015: -$8,6692015Revenue 2019: $5,622Expenses 2019: $8,040Net Income 2019: -$2,4182019Revenue 2020: $1,657Expenses 2020: $6,063Net Income 2020: -$4,4062020Revenue 2021: $14,811Expenses 2021: $7,057Net Income 2021: $7,7542021Revenue 2022: $2,007Expenses 2022: $6,653Net Income 2022: -$4,6462022Revenue 2023: $13,743Expenses 2023: $6,454Net Income 2023: $7,2892023Revenue 2024: $11,818Expenses 2024: $6,381Net Income 2024: $5,4372024

Highlighted filing

2022

Revenue$2,007
Expenses$6,653
Net Income-$4,646
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 1, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MORRIS N KUNITAPresident/TreasPT$0--
JUDY KUNITASecretary-$0--
Filing and Contact Details

Filer

Filer Name
Ted Wakida Foundation
EIN
94-3271116
Phone
8085914801
Address
1001 WAIHOLO STREET, HONOLULU, HI 96821

Signing Officer

Name
Morris Kunita
Title
Presidenttreasurer
Phone
8085914801
Signed
2023-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Rae Oshiro Ea
Address
1150 S KING ST STE 901C, HONOLULU, HI 96814
Preparer
Rae Oshiro
Phone
8085971448
Raw XML Appendix304 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.

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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 OHANA NUI WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1980 LAHAINALUNA ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HONOLULU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LAHAINA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd096818
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd196761
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/NoncharitableExemptOrgName/BusinessNameLine1Txt0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05188
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0664
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0664
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0664
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0664
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0524
OtherDecreasesSchedule/OtherDecreasesDetail/Amt025246
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NET UNREALIZED LOSSES ON SECURITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01626
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01626
TaxesSchedule/TaxesDetail/Amt0189
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0189
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MORRIS KUNITA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENTTREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08085914801
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TED WAKIDA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TEDW
ReturnHeader/Filer/EIN0943271116
ReturnHeader/Filer/PhoneNum08085914801
ReturnHeader/Filer/USAddress/AddressLine1Txt01001 WAIHOLO STREET
ReturnHeader/Filer/USAddress/CityNm0HONOLULU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096821
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454136066
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RAE OSHIRO EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01150 S KING ST STE 901C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HONOLULU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096814
ReturnHeader/PreparerPersonGrp/PhoneNum08085971448
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAE OSHIRO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-01T11:25:14-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MORRIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KUNITA
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$86,881
Liabilities
$0
Net assets
$86,881
Revenue
$2,007
Expenses
$6,653
Net income
-$4,646
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.12$0.06$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.14$0.06$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.02$0.07$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.15$0.07$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.02$0.06$0.04
2019Summary only. Only limited summary data is available for this year.$1.14$0.00$0.06$0.08$0.02
2015Summary only. Only limited summary data is available for this year.$1.15$0.00$0.01$0.10$0.09
2014Summary only. Only limited summary data is available for this year.$1.32$0.00$0.08$0.10$0.02
2013Summary only. Only limited summary data is available for this year.$1.29$0.00$0.04$0.08$0.12
2012Summary only. Only limited summary data is available for this year.$1.33$0.00$0.07$0.10$0.03
2011Summary only. Only limited summary data is available for this year.$1.37$0.00$0.05$0.10$0.05