Civic Intelligence

Hawaiian Historical Society

EIN 99-0076893 • 501(c)3 • Honolulu, HI

Profile

The society is dedicated to preserving historical materials relatingto hawaii, and to publishing scholarly research on hawaiian historyso present and future peoples throughout the world will recognize andappreciate the history. The society strives to establish and maintain a secure and publicly accessible library of historical resource materials; to support research, translation, and publicationof significant historical information primarily about hawaii and itspeople and, secondarily, about the pacific at large; and to stimulatethe discovery, collection, and preservation of historical documentarymaterials.

560 Kawaiahao StreetHonolulu, HI 96813

www.hawaiianhistory.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

34th percentile

0.02x

Higher debt load relative to revenue than 34% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

79th percentile

28%

Higher net margin than 79% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

59th percentile

$80,743

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 28.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

56th percentile

5.7%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

78th percentile

36%

Faster revenue growth than 78% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$2,432,224

Up $130,741 (+5.7%) from 2024

Liabilities

Up

$5,251

Up $4,940 (+1588%) from 2024

Net Assets

Up

$2,426,973

Up $125,801 (+5.5%) from 2024

Revenue

Up

$288,585

Up $76,146 (+36%) from 2024

Expenses

Up

$207,242

Up $12,607 (+6.5%) from 2024

Net Income

Up

$81,343

Up $63,539 (+357%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $2,109,205Liabilities 2010: $9,794Net Assets 2010: $2,099,4112010Assets 2011: $2,347,426Liabilities 2011: $4,041Net Assets 2011: $2,343,3852011Assets 2012: $2,107,205Liabilities 2012: $8,336Net Assets 2012: $2,098,8692012Assets 2013: $2,322,292Liabilities 2013: $10,309Net Assets 2013: $2,311,9832013Assets 2014: $2,507,975Liabilities 2014: $6,537Net Assets 2014: $2,501,4382014Assets 2015: $2,424,789Liabilities 2015: $17,607Net Assets 2015: $2,407,1822015Assets 2016: $2,207,881Liabilities 2016: $1,500Net Assets 2016: $2,206,3812016Assets 2017: $2,292,099Liabilities 2017: $2,596Net Assets 2017: $2,289,5032017Assets 2018: $2,235,631Liabilities 2018: $1,500Net Assets 2018: $2,234,1312018Assets 2019: $2,105,842Liabilities 2019: $1,512Net Assets 2019: $2,104,3302019Assets 2020: $2,041,768Liabilities 2020: $17,956Net Assets 2020: $2,023,8122020Assets 2021: $2,499,865Liabilities 2021: $1,816Net Assets 2021: $2,498,0492021Assets 2022: $2,272,341Liabilities 2022: $316Net Assets 2022: $2,272,0252022Assets 2023: $2,096,375Liabilities 2023: $749Net Assets 2023: $2,095,6262023Assets 2024: $2,301,483Liabilities 2024: $311Net Assets 2024: $2,301,1722024Assets 2025: $2,432,224Liabilities 2025: $5,251Net Assets 2025: $2,426,9732025

Highlighted filing

2025

Assets$2,432,224
Liabilities$5,251
Net Assets$2,426,973

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KExpenses 2010: $206,7482010Expenses 2011: $229,1082011Revenue 2012: $179,157Expenses 2012: $235,452Net Income 2012: -$56,2952012Expenses 2013: $243,7902013Revenue 2014: $356,237Expenses 2014: $267,689Net Income 2014: $88,5482014Revenue 2015: $307,294Expenses 2015: $317,415Net Income 2015: -$10,1212015Revenue 2016: $226,633Expenses 2016: $279,839Net Income 2016: -$53,2062016Revenue 2017: $158,856Expenses 2017: $193,122Net Income 2017: -$34,2662017Revenue 2018: $198,540Expenses 2018: $222,550Net Income 2018: -$24,0102018Revenue 2019: $153,849Expenses 2019: $203,040Net Income 2019: -$49,1912019Revenue 2020: $135,313Expenses 2020: $225,596Net Income 2020: -$90,2832020Revenue 2021: $251,923Expenses 2021: $192,517Net Income 2021: $59,4062021Revenue 2022: $264,610Expenses 2022: $172,384Net Income 2022: $92,2262022Revenue 2023: $173,220Expenses 2023: $183,667Net Income 2023: -$10,4472023Revenue 2024: $212,439Expenses 2024: $194,635Net Income 2024: $17,8042024Revenue 2025: $288,585Expenses 2025: $207,242Net Income 2025: $81,3432025

Highlighted filing

2025

Revenue$288,585
Expenses$207,242
Net Income$81,343

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.43$0.01$2.43$0.29$0.21$0.08
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.00$2.30$0.21$0.19$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.00$2.10$0.17$0.18$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.00$2.27$0.26$0.17$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.50$0.25$0.19$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.02$2.02$0.14$0.23$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.00$2.10$0.15$0.20$0.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.24$0.00$2.23$0.20$0.22$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.00$2.29$0.16$0.19$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.00$2.21$0.23$0.28$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.42$0.02$2.41$0.31$0.32$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.51$0.01$2.50$0.36$0.27$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.01$2.31$0.24
2012Summary only. Only limited summary data is available for this year.$2.11$0.01$2.10$0.18$0.24$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.00$2.34$0.23
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.01$2.10$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Feb 16, 2026
Return Version
2024v5.0
Gross Receipts
$712,075
Mission and Program Overview

Mission

The society is dedicated to preserving historical materials relating to hawaii, and to publishing scholarly research on hawaiian history so present and future peoples throughout the world will recognize and appreciate the history. The society strives to establish and maintain a secure and publicly accessible library of historical resource materials; to support research, translation, and publication of significant historical information primarily about hawaii and its people and, secondarily, about the pacific at large; and to simulate the discovery, collection, and preservation of historical documentary materials.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,185,907$2,282,196▲ $96,289
Cash and Non-Interest-Bearing Accounts$81,616$117,281▲ $35,665
Inventories for Sale or Use$33,145$31,872▼ $1,273
Prepaid Expenses and Deferred Charges$815$875▲ $60
Total Assets$2,301,483$2,432,224▲ $130,741
Liabilities
Accounts Payable and Accrued Expenses$311$5,251▲ $4,940
Total Liabilities$311$5,251▲ $4,940
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,926,284$2,043,796▲ $117,512
Net Assets With Donor Restrictions$374,888$383,177▲ $8,289
Total Net Assets Fund Balance$2,301,172$2,426,973▲ $125,801
Total Liabilities and Net Assets / Fund Balance$2,301,483$2,432,224▲ $130,741

Asset Categories

AssetBook ValueDepreciationBasis
Buildings-$57,483$57,483
Other Securities$2,282,196--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$134,450---$134,450
2023$134,450---$134,450
2022$134,450---$134,450
2021$134,450---$134,450
2020$134,450---$134,450
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cynthia EngleExecutive DiFT$72,712$8,031$80,743
Revenue and Support

Revenue Composition

Contributions and Grants
$94,467
Program Service Revenue
$922
Investment Income
$176,538
Other Revenue
$16,658
All Other Contributions
$70,034
Change in Net Assets
$81,343
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$113,364
Salaries, Compensation, and Employee Benefits$93,878
Total Fundraising Expense$10,362
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$64,307$17,149$4,287$85,743
Occupancy$50,011$13,336$3,334$66,681
Fees for Service Investment Mgmnt Fees$11,728$3,128$782$15,638
Fees for Services Accounting$7,844$2,092$522$10,458
Office Expenses$6,609$1,762$441$8,812
Payroll Taxes$5,255$1,401$350$7,006
Fees for Services Other$2,993$798$199$3,990
All Other Expenses$1,278$340$87$1,705
Insurance$1,147$306$76$1,529
Other Employee Benefits$847$226$56$1,129
Other Expenses$488$130$32$650
Total Functional Expenses$155,432$41,448$10,362$207,242
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The organization has members.

Form 990, Page 6, Part VI, Line 7A

The members elect the president and board of trustees. The board of trustees elect the rest of the officers.

Form 990, Page 6, Part VI, Line 7B

The organization's by-laws may be amended by an affirmative vote of two- thirds of the members present and voting, provided that the notice of the meeting shall state that an amendment of the by-laws will be presented at succh meeting.

Form 990, Page 6, Part VI, Line 11B

The form 990 is e-mailed to each trustee for review and comment prior to filing. The board of trustees review the form 990 at a regularly scheduled board meeting.

Form 990, Page 6, Part VI, Line 12C

The board and staff annually reviews the conflict of interest policy and submits a signed conflict of interest disclosure and compliance form. The board and executive director are responsible for monitoring and enforcing the policy. If restrictions are required, the board and executive director shall work together to determine the terms of the restriction.

Form 990, Page 6, Part VI, Line 19

The hawaiian historical society makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Hawaiian Historical Society
EIN
99-0076893
Phone
8085376271
Address
560 KAWAIAHAO STREET, HONOLULU, HI 96813

Signing Officer

Name
Cynthia Engle
Title
Executive Director
Phone
8085376271
Signed
2026-02-16

Organization Details

Principal Officer
Cynthia Engle
Formed
1924
Legal Domicile
Hi
Voting Board Members
13
Independent Board Members
13
Employees
1
Volunteers
20

Preparer

Firm
Clifford Isara CPA LLC
Address
1150 S KING ST STE 605, HONOLULU, HI 96814
Preparer
Clifford K Isara
Phone
8085971337
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The society is dedicated to preserving historical materials relating to hawaii, and to publishing scholarly research on hawaiian history so present and future peoples throughout the world will recognize and appreciate the history. The society strives to establish and maintain a secure and publicly accessible library of historical resource materials; to support research, translation, and publication of significant historical information primarily about hawaii and its people and, secondarily, about the pacific at large; and to simulate the discovery, collection, and preservation of historical documentary materials.

Form 990, Part XI, Line 9

ROUNDING ADJUSTMENT -1

Financial Statement Notes

Schedule D, Page 4, Part XIII

Part iii, line 1a: the collection of historical documents is held for educational, research,and curatorial purposes. It is continuously cataloged, preserved, and cared for. The items in the collection, which were acquired through purchases and contributions since the society's inception, are not recognized as assets because they have no alternative uses. Purchases of collection items are recorded as decreases in unrestricted net assets in the period in which the items are acquired or as temporarily or permanently restricted net assets if they are purchased with donor-restricted funds. Contributed collection items are not reflected on the financial statements. Proceeds, if any, from the disposition of collection items are reflected as increases in the appropriate net asset classes. Part iii, line 4: the collection of historical documents is held for educational, research, and curatorial purposes. Part v, line 4: the intended use of the organization's permanent endowment funds is to continue the programs of the organization.

Raw XML AppendixShowing 400 of 474 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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IRS990/ActivityOrMissionDesc0THE SOCIETY IS DEDICATED TO PRESERVING HISTORICAL MATERIALS RELATING TO HAWAII, AND TO PUBLISHING SCHOLARLY RESEARCH ON HAWAIIAN HISTORY SO PRESENT AND FUTURE PEOPLES THROUGHOUT THE WORLD WILL RECOGNIZE AND APPRECIATE THE HISTORY. THE SOCIETY STRIVES TO ESTABLISH AND MAINTAIN A SECURE AND PUBLICLY ACCESSIBLE LIBRARY OF HISTORICAL RESOURCE MATERIALS; TO SUPPORT RESEARCH, TRANSLATION, AND PUBLICATION OF SIGNIFICANT HISTORICAL INFORMATION PRIMARILY ABOUT HAWAII AND ITS PEOPLE AND, SECONDARILY, ABOUT THE PACIFIC AT LARGE; AND TO SIMULATE THE DISCOVERY, COLLECTION, AND PRESERVATION OF HISTORICAL DOCUMENTARY MATERIALS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDE
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IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
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IRS990/MissionDesc0THE SOCIETY IS DEDICATED TO PRESERVING HISTORICAL MATERIALS RELATING TO HAWAII, AND TO PUBLISHING SCHOLARLY RESEARCH ON HAWAIIAN HISTORY SO PRESENT AND FUTURE PEOPLES THROUGHOUT THE WORLD WILL RECOGNIZE AND APPRECIATE THE HISTORY. THE SOCIETY STRIVES TO ESTABLISH AND MAINTAIN A SECURE AND PUBLICLY ACCESSIBLE LIBRARY OF HISTORICAL RESOURCE MATERIALS; TO SUPPORT RESEARCH, TRANSLATION, AND PUBLICATION OF SIGNIFICANT HISTORICAL INFORMATION PRIMARILY ABOUT HAWAII AND ITS PEOPLE AND, SECONDARILY, ABOUT THE PACIFIC AT LARGE; AND TO SIMULATE THE DISCOVERY, COLLECTION, AND PRESERVATION OF HISTORICAL DOCUMENTARY MATERIALS.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PART III, LINE 1A: THE COLLECTION OF HISTORICAL DOCUMENTS IS HELD FOR EDUCATIONAL, RESEARCH,AND CURATORIAL PURPOSES. IT IS CONTINUOUSLY CATALOGED, PRESERVED, AND CARED FOR. THE ITEMS IN THE COLLECTION, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE SOCIETY'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS BECAUSE THEY HAVE NO ALTERNATIVE USES. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE PERIOD IN WHICH THE ITEMS ARE ACQUIRED OR AS TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THEY ARE PURCHASED WITH DONOR-RESTRICTED FUNDS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PROCEEDS, IF ANY, FROM THE DISPOSITION OF COLLECTION ITEMS ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. PART III, LINE 4: THE COLLECTION OF HISTORICAL DOCUMENTS IS HELD FOR EDUCATIONAL, RESEARCH, AND CURATORIAL PURPOSES. PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S PERMANENT ENDOWMENT FUNDS IS TO CONTINUE THE PROGRAMS OF THE ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XIII
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SOCIETY IS DEDICATED TO PRESERVING HISTORICAL MATERIALS RELATING TO HAWAII, AND TO PUBLISHING SCHOLARLY RESEARCH ON HAWAIIAN HISTORY SO PRESENT AND FUTURE PEOPLES THROUGHOUT THE WORLD WILL RECOGNIZE AND APPRECIATE THE HISTORY. THE SOCIETY STRIVES TO ESTABLISH AND MAINTAIN A SECURE AND PUBLICLY ACCESSIBLE LIBRARY OF HISTORICAL RESOURCE MATERIALS; TO SUPPORT RESEARCH, TRANSLATION, AND PUBLICATION OF SIGNIFICANT HISTORICAL INFORMATION PRIMARILY ABOUT HAWAII AND ITS PEOPLE AND, SECONDARILY, ABOUT THE PACIFIC AT LARGE; AND TO SIMULATE THE DISCOVERY, COLLECTION, AND PRESERVATION OF HISTORICAL DOCUMENTARY MATERIALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS ELECT THE PRESIDENT AND BOARD OF TRUSTEES. THE BOARD OF TRUSTEES ELECT THE REST OF THE OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S BY-LAWS MAY BE AMENDED BY AN AFFIRMATIVE VOTE OF TWO- THIRDS OF THE MEMBERS PRESENT AND VOTING, PROVIDED THAT THE NOTICE OF THE MEETING SHALL STATE THAT AN AMENDMENT OF THE BY-LAWS WILL BE PRESENTED AT SUCCH MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 IS E-MAILED TO EACH TRUSTEE FOR REVIEW AND COMMENT PRIOR TO FILING. THE BOARD OF TRUSTEES REVIEW THE FORM 990 AT A REGULARLY SCHEDULED BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD AND STAFF ANNUALLY REVIEWS THE CONFLICT OF INTEREST POLICY AND SUBMITS A SIGNED CONFLICT OF INTEREST DISCLOSURE AND COMPLIANCE FORM. THE BOARD AND EXECUTIVE DIRECTOR ARE RESPONSIBLE FOR MONITORING AND ENFORCING THE POLICY. IF RESTRICTIONS ARE REQUIRED, THE BOARD AND EXECUTIVE DIRECTOR SHALL WORK TOGETHER TO DETERMINE THE TERMS OF THE RESTRICTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE HAWAIIAN HISTORICAL SOCIETY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ROUNDING ADJUSTMENT -1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9
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