Civic Intelligence

Hawaii Learning Resource

990EZ • Fiscal year 2015 • EIN 94-3275827

Jul 01, 2014 to Jun 30, 2015 • Filed on May 16, 2016

Organization ProfileWWW.HAWAIILEARNINGRESOURCE.ORG
PO Box 1239Kamuela, HI 96743

(808) 885-9318

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

5th percentile

-99%

Higher net margin than 5% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

94th percentile

$58,757

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 115.3% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

7th percentile

-57%

Faster asset growth than 7% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

15th percentile

-34%

Faster revenue growth than 15% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$37,773

Down $50,671 (-57%) from 2014

Net Assets

Down

$37,773

Down $50,671 (-57%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin5th percentile

Revenue

Down

$50,963

Down $26,519 (-34%) from 2014

Expenses

Down

$101,634

Down $23,390 (-19%) from 2014

Net Income

Down

-$50,671

Down $3,129 (-6.6%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$300K$200K$100K$0Assets 2011: $281,599Liabilities 2011: $23,645Net Assets 2011: $257,9542011Assets 2012: $224,369Liabilities 2012: $15,039Net Assets 2012: $209,3302012Assets 2013: $149,386Liabilities 2013: $13,400Net Assets 2013: $135,9862013Assets 2014: $88,444Liabilities 2014: $0Net Assets 2014: $88,4442014Assets 2015: $37,773Liabilities 2015: $0Net Assets 2015: $37,7732015Assets 2016: $34,497Liabilities 2016: $0Net Assets 2016: $34,4972016

Highlighted filing

2015

Assets$37,773
Liabilities$0
Net Assets$37,773
Open 2015 Filing

Operations Trend

Revenue Growth15th percentile

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

$200K$100K$0-$100KRevenue 2011: $101,485Expenses 2011: $133,859Net Income 2011: -$32,3742011Revenue 2012: $93,374Expenses 2012: $141,998Net Income 2012: -$48,6242012Revenue 2013: $69,089Expenses 2013: $142,433Net Income 2013: -$73,3442013Revenue 2014: $77,482Expenses 2014: $125,024Net Income 2014: -$47,5422014Revenue 2015: $50,963Expenses 2015: $101,634Net Income 2015: -$50,6712015Revenue 2016: $24,950Expenses 2016: $28,226Net Income 2016: -$3,2762016

Highlighted filing

2015

Revenue$50,963
Expenses$101,634
Net Income-$50,671
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 16, 2016
Return Version
2014v6.0
Gross Receipts
$50,963
Mission and Program Overview

Mission

To provide research-based education programs for diverse learners, their families and their teachers.

Program Services

DescriptionGrantsExpenses
HAWAII LEARNING RESOURCE PROGRAM PROVIDES TEACHER PROFESSIONAL DEVELOPMENT TRAINING, SUMMER ACADEMIC ENRICHMENT CAMPS AND COMMUNITY EDUCATION WORKSHOPS. ALL PROGRAMS TARGET DIVERSE LEARNERS.$0$96,552
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TONI STYLOSExecutive DirectorFT$54,175$4,582$58,757
SHARON H VITOUSEK MDPresident-$0--
LAURIE JO ROGERSVice-President-$0--
LYNN WHITESecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Hawaii Learning Resource
EIN
94-3275827
Phone
8088859318
Address
PO BOX 1239, KAMUELA, HI 96743

Signing Officer

Name
Sharon H Vitousek Md
Title
President
Phone
8088859318
Signed
2016-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Alex J Smith CPA
Address
1403 FRANK STREET, HONOLULU, HI 96816
Preparer
Alex J Smith
Phone
8087377761
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest & dividend income. Amount: 8.”

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

“Description: contracted academic services . Amount: 18,079. Description: community education workshops . Amount: 4,395. Description: program expenses . Amount: 1,119. Description: insurance . Amount: 2,621. Description: licenses & fees . Amount: 189. Description: other admin expenses . Amount: 50. Description: website & network services . Amount: 544. Description: advertising & public relations . Amount: 245. Description: office supplies . Amount: 1,472. Description: travel . Amount: 1,273. Description: staff development & conferences . Amount: 20. Total to form 990-ez, line 16: 30,007.”

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

“Description: other depreciable assets. Beg. Of year amount: 2,960. End of year amount: 2,002.”

Raw XML Appendix165 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/USAddress/CityNm0KAMUELA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0HI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd096743
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037773
IRS990EZ/OccupancyRentUtltsAndMaintAmt010687
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHARON H VITOUSEK MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURIE JO ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LYNN WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TONI STYLOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02960
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02002
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt030007
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE RESEARCH-BASED EDUCATION PROGRAMS FOR DIVERSE LEARNERS, THEIR FAMILIES AND THEIR TEACHERS.
IRS990EZ/PrintingPublicationsPostageAmt0293
IRS990EZ/ProgramServiceRevenueAmt02960
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HAWAII LEARNING RESOURCE PROGRAM PROVIDES TEACHER PROFESSIONAL DEVELOPMENT TRAINING, SUMMER ACADEMIC ENRICHMENT CAMPS AND COMMUNITY EDUCATION WORKSHOPS. ALL PROGRAMS TARGET DIVERSE LEARNERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt096552
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt059607
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0HI
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt050963
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.HAWAIILEARNINGRESOURCE.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt047995
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt067214
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt059343
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt084886
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt089585
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0349023
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.62680
IRS990ScheduleA/PublicSupportPY170Pct00.66290
IRS990ScheduleA/PublicSupportTotal170Amt0219037
IRS990ScheduleA/SubstantialContributorsTotAmt0129986
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt047995
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt089585
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0349023
IRS990ScheduleA/TotalSupportAmt0349429
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST & DIVIDEND INCOME. AMOUNT: 8.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CONTRACTED ACADEMIC SERVICES . AMOUNT: 18,079. DESCRIPTION: COMMUNITY EDUCATION WORKSHOPS . AMOUNT: 4,395. DESCRIPTION: PROGRAM EXPENSES . AMOUNT: 1,119. DESCRIPTION: INSURANCE . AMOUNT: 2,621. DESCRIPTION: LICENSES & FEES . AMOUNT: 189. DESCRIPTION: OTHER ADMIN EXPENSES . AMOUNT: 50. DESCRIPTION: WEBSITE & NETWORK SERVICES . AMOUNT: 544. DESCRIPTION: ADVERTISING & PUBLIC RELATIONS . AMOUNT: 245. DESCRIPTION: OFFICE SUPPLIES . AMOUNT: 1,472. DESCRIPTION: TRAVEL . AMOUNT: 1,273. DESCRIPTION: STAFF DEVELOPMENT & CONFERENCES . AMOUNT: 20. TOTAL TO FORM 990-EZ, LINE 16: 30,007.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 2,960. END OF YEAR AMOUNT: 2,002.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHARON H VITOUSEK MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08088859318
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAWAII LEARNING RESOURCE
ReturnHeader/Filer/BusinessNameControlTxt0HAWA
ReturnHeader/Filer/EIN0943275827
ReturnHeader/Filer/PhoneNum08088859318
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1239
ReturnHeader/Filer/USAddress/CityNm0KAMUELA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096743
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/ReturnTs02016-05-16T18:40:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,773
Liabilities
$0
Net assets
$37,773
Revenue
$50,963
Expenses
$101,634
Net income
-$50,671
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.25$0.28$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.51$1.02$0.51
2014Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.77$1.25$0.48
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.49$0.13$1.36$0.69$1.42$0.73
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.24$0.15$2.09$0.93$1.42$0.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.82$0.24$2.58$1.01$1.34$0.32