Civic Intelligence

Thomas and Elizabeth Brodhead Foundation

990PF • Fiscal year 2021 • EIN 94-3281872

Apr 01, 2020 to Mar 31, 2021 • Filed on Jul 06, 2021

Organization Profile
PO Box 3170 Dept 715Honolulu, HI 96802-3170

(808) 694-4647

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

6th percentile

-70%

Higher net margin than 6% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

53rd percentile

$20,399

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 42.9% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

17th percentile

-3.1%

Faster asset growth than 17% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

38th percentile

3.9%

Faster revenue growth than 38% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,048,412

Down $33,226 (-3.1%) from 2020

Net Assets

$1,048,412

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin6th percentile

Revenue

Up

$47,571

Up $1,800 (+3.9%) from 2020

Expenses

Up

$80,797

Up $598 (+0.7%) from 2020

Net Income

Up

-$33,226

Up $1,202 (+3.5%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,181,933Liabilities 2012: $02012Assets 2013: $1,177,725Liabilities 2013: $02013Assets 2014: $1,182,589Liabilities 2014: $02014Assets 2015: $1,227,515Liabilities 2015: $02015Assets 2016: $1,198,339Liabilities 2016: $02016Assets 2020: $1,081,638Liabilities 2020: $02020Assets 2021: $1,048,412Liabilities 2021: $0Net Assets 2021: $1,048,4122021Assets 2022: $1,011,965Liabilities 2022: $0Net Assets 2022: $1,011,9652022Assets 2023: $973,255Liabilities 2023: $0Net Assets 2023: $973,2552023Assets 2024: $959,570Liabilities 2024: $0Net Assets 2024: $959,5702024Assets 2025: $965,568Liabilities 2025: $0Net Assets 2025: $965,5682025

Highlighted filing

2021

Assets$1,048,412
Liabilities$0
Net Assets$1,048,412
Open 2021 Filing

Operations Trend

Revenue Growth38th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $81,423Expenses 2012: $78,150Net Income 2012: $3,2732012Revenue 2013: $71,595Expenses 2013: $75,803Net Income 2013: -$4,2082013Revenue 2014: $70,913Expenses 2014: $77,049Net Income 2014: -$6,1362014Revenue 2015: $130,076Expenses 2015: $83,554Net Income 2015: $46,5222015Revenue 2016: $53,238Expenses 2016: $82,414Net Income 2016: -$29,1762016Revenue 2020: $45,771Expenses 2020: $80,199Net Income 2020: -$34,4282020Revenue 2021: $47,571Expenses 2021: $80,797Net Income 2021: -$33,2262021Revenue 2022: $51,665Expenses 2022: $88,112Net Income 2022: -$36,4472022Revenue 2023: $55,706Expenses 2023: $94,417Net Income 2023: -$38,7112023Revenue 2024: $70,352Expenses 2024: $84,034Net Income 2024: -$13,6822024Revenue 2025: $92,215Expenses 2025: $86,217Net Income 2025: $5,9982025

Highlighted filing

2021

Revenue$47,571
Expenses$80,797
Net Income-$33,226
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Jul 6, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF HAWAIITrusteee-$20,399-$20,399
Filing and Contact Details

Filer

Filer Name
Thomas & Elizabeth Brodhead Foundation
EIN
94-3281872
Phone
8086944647
Address
PO BOX 3170 DEPT 715, HONOLULU, HI 96802-3170

Signing Officer

Name
Bank of Hawaii
Title
Trustee
Phone
8086944647
Signed
2021-07-06
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt201609W102 ALIBABA GROUP HOLDING LTD. SP ADR (3.000 SHS)
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt502079K305 ALPHABET INC CL A (5.000 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6023135106 AMAZON.COM INC (1.000 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7037833100 APPLE INC (192.000 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8038222105 APPLIED MATERIALS INC (10.000 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9046353108 ASTRAZENECA PLC SP ADR (75.000 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1005722G100 BAKER HUGHES CO (50.000 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11066922204 ISHARES S&P 500 INDEX FUND (441.721 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12084670702 BERKSHIRE HATHAWAY INC CL B (26.000 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1309247X101 BLACKROCK INC (2.000 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1409253F879 ISHARES MSCI EAFE INTERNATIONAL INDEX FUND (6800.359 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15101137107 BOSTON SCIENTIFIC CORP (15.000 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16126650100 CVS/CAREMARK CORP (42.000 SHS)
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2225470F302 DISCOVERY INC C (50.000 SHS)
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3038144N593 GOLDMAN SACHS INTERNATIONAL SMALL CAP INSIGHTS INSTL (2081.512 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3140434L105 HP INC. (55.000 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32437076102 HOME DEPOT INC (17.000 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3344267D107 THE HOWARD HUGHES CORP (14.000 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34458140100 INTEL CORP (30.000 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35460146103 INTERNATIONAL PAPER CO (30.000 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3646625H100 JP MORGAN CHASE & CO (32.000 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3747803W406 JOHN HANCOCK III DISC M/C-IS (2431.95 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38478160104 JOHNSON & JOHNSON (26.000 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39501044101 KROGER CO (69.000 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40517834107 LAS VEGAS SANDS CORP (15.000 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41559222401 MAGNA INTERNATIONAL INC CL A (31.000 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42577130834 MATTHEWS PACIFIC TIGER FUND CL INS (599.161 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4358155Q103 MCKESSON CORP (13.000 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4458933Y105 MERCK & CO INC (68.000 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45594918104 MICROSOFT CORP (26.000 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4660871R209 MOLSON COORS BEVERAGE CO (36.000 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47651639106 NEWMONT CORPORATION (55.000 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4867066G104 NVIDIA CORP (1.000 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4970450Y103 PAYPAL HOLDINGS INC. (6.000 SHS)
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5374144Q203 T ROWE PRICE INSTITUTIONAL EMERGING MARKETS EQUITY FUND (454.62 SH
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5774834L100 QUEST DIAGNOSTICS INC (6.000 SHS)
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt755928
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt761567
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt774890
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7828140
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt792066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt801611
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd74AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd75AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd79AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd80AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt024540
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt022635
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt036
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc02019 990-PF REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0360
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt047571
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt047571
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01180
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0505
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01685
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt022635
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt010200
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt010199
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt020399
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt058000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt058000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt024540
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt024540
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-33226
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0101601
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt036
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt036
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt022635
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt036478
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0360
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt023
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0707
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt069380
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010733
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt080797
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt047211
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt047571
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt011380
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010733
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt022797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt174801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt118096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt118096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt192897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt022635
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-33226
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,048,412
Liabilities
$0
Net assets
$1,048,412
Revenue
$47,571
Expenses
$80,797
Net income
-$33,226
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.09$0.09$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.07$0.08$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.06$0.09$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.05$0.09$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.05$0.08$0.03
2020Summary only. Only limited summary data is available for this year.$1.08$0.00$0.05$0.08$0.03
2016Summary only. Only limited summary data is available for this year.$1.20$0.00$0.05$0.08$0.03
2015Summary only. Only limited summary data is available for this year.$1.23$0.00$0.13$0.08$0.05
2014Summary only. Only limited summary data is available for this year.$1.18$0.00$0.07$0.08$0.01
2013Summary only. Only limited summary data is available for this year.$1.18$0.00$0.07$0.08$0.00
2012Summary only. Only limited summary data is available for this year.$1.18$0.00$0.08$0.08$0.00