Civic Intelligence

Lei Aloha Chapter No 3 Oes

EIN 99-0080868 • 501(c)10 • Honolulu, HI

Profile

To make contributions and grants for charitable and educational purposes.

PO Box 3883Honolulu, HI 96812

n/A

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

501(c)10 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

38th percentile

0.00x

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

501(c)10 • $5M-$10M nonprofits • Source year 2023

Net Margin

3rd percentile

-182%

Higher net margin than 3% of similar nonprofits.

501(c)10 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

59th percentile

$0

Higher top officer pay than 59% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2022

Asset Growth

77th percentile

11%

Faster asset growth than 77% of similar nonprofits.

501(c)10 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

21st percentile

-13%

Faster revenue growth than 21% of similar nonprofits.

501(c)10 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Up

$7,348,537

Up $716,861 (+11%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$7,348,537

Up $716,861 (+11%) from 2022

Revenue

Down

$76,956

Down $11,595 (-13%) from 2022

Expenses

Down

$216,907

Down $10,556 (-4.6%) from 2022

Net Income

Down

-$139,951

Down $1,039 (-0.7%) from 2022

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,862,044Liabilities 2011: $0Net Assets 2011: $4,862,0442011Assets 2012: $5,187,764Liabilities 2012: $0Net Assets 2012: $5,187,7642012Assets 2013: $5,808,950Liabilities 2013: $0Net Assets 2013: $5,808,9502013Assets 2014: $5,819,966Liabilities 2014: $0Net Assets 2014: $5,819,9662014Assets 2015: $6,287,647Liabilities 2015: $0Net Assets 2015: $6,287,6472015Assets 2016: $6,241,562Liabilities 2016: $0Net Assets 2016: $6,241,5622016Assets 2017: $6,273,401Liabilities 2017: $0Net Assets 2017: $6,273,4012017Assets 2019: $6,171,529Liabilities 2019: $0Net Assets 2019: $6,171,5292019Assets 2020: $7,413,110Liabilities 2020: $0Net Assets 2020: $7,413,1102020Assets 2021: $7,983,999Liabilities 2021: $0Net Assets 2021: $7,983,9992021Assets 2022: $6,631,676Liabilities 2022: $0Net Assets 2022: $6,631,6762022Assets 2023: $7,348,537Liabilities 2023: $0Net Assets 2023: $7,348,5372023

Highlighted filing

2023

Assets$7,348,537
Liabilities$0
Net Assets$7,348,537

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $280,141Expenses 2011: $113,242Net Income 2011: $166,8992011Revenue 2012: $469,291Expenses 2012: $143,571Net Income 2012: $325,7202012Revenue 2013: $518,570Expenses 2013: $133,334Net Income 2013: $385,2362013Revenue 2014: $143,321Expenses 2014: $132,305Net Income 2014: $11,0162014Revenue 2015: $614,662Expenses 2015: $146,981Net Income 2015: $467,6812015Revenue 2016: $80,172Expenses 2016: $126,257Net Income 2016: -$46,0852016Revenue 2017: $133,482Expenses 2017: $135,738Net Income 2017: -$2,2562017Revenue 2019: $184,835Expenses 2019: $175,412Net Income 2019: $9,4232019Revenue 2020: $86,067Expenses 2020: $204,587Net Income 2020: -$118,5202020Revenue 2021: $123,097Expenses 2021: $245,593Net Income 2021: -$122,4962021Revenue 2022: $88,551Expenses 2022: $227,463Net Income 2022: -$138,9122022Revenue 2023: $76,956Expenses 2023: $216,907Net Income 2023: -$139,9512023

Highlighted filing

2023

Revenue$76,956
Expenses$216,907
Net Income-$139,951

Filings

Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 8, 2023
Return Version
2022v5.0
Gross Receipts
$1,213,454
Mission and Program Overview

Mission

To make contributions and grants for charitable and educational purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$7,983,999$6,631,676▼ $1,352,323
Investments in Publicly Traded Securities$6,946,007$5,655,219▼ $1,290,788
Land, Buildings, and Equipment, Net$860,014$832,272▼ $27,742
Cash and Non-Interest-Bearing Accounts$108,112$85,722▼ $22,390
Savings and Temporary Cash Investments$69,866$58,463▼ $11,403
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$7,983,999$6,631,676▼ $1,352,323
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,983,999$6,631,676▼ $1,352,323
Total Liabilities and Net Assets / Fund Balance$7,983,999$6,631,676▼ $1,352,323

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$832,272$277,424$1,109,696
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$262
Program Service Revenue
$0
Investment Income
$83,190
Other Revenue
$5,099
All Other Contributions
$108
Change in Net Assets
$-138,912
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$162,443
Grants and Similar Amounts Paid$65,020
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$58,000--$58,000
Fees for Service Investment Mgmnt Fees-$47,887-$47,887
Depreciation Depletion-$27,742-$27,742
Other Expenses$9,823--$9,823
Grants to Domestic Orgs$7,020--$7,020
All Other Expenses$2,739$1,299-$4,038
Conferences and Meetings-$3,651-$3,651
Fees for Services Accounting$2,357--$2,357
Advertising$2,020--$2,020
Insurance-$1,936-$1,936
Total Functional Expenses$144,948$82,515$0$227,463
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization has members who are elected into their positions.

Form 990, Part VI, Section A, Line 7A

The organization has members who elect one or more members of their governing body.

Form 990, Part VI, Section A, Line 7B

Decisions are made by the governing body of the organization and are subject to approval by its members. Decisions are approved or disapproved by a majority vote.

Form 990, Part VI, Section B, Line 11B

The form 990 is reviewed by the trustee signing the return.

Form 990, Part VI, Section C, Line 19

The organization makes it's governing documents available to the public upon request. It does not have a formal conflict of interest policy and does not have financial statements prepared.

Filing and Contact Details

Filer

Filer Name
Lei Aloha Chapter No 3 Oes
EIN
99-0080868
Phone
8082245100
Address
PO BOX 3883, HONOLULU, HI 96812

Signing Officer

Name
Resurreccion Escasa
Title
Secretary
Phone
8082245100
Signed
2023-09-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Resurreccion Escasa
Formed
1905
Legal Domicile
Hi
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Verity Cpas
Address
1050 BISHOP ST 106, HONOLULU, HI 96813
Preparer
Dustin Verity
Phone
8085465026
Raw XML Appendix330 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS WHO ARE ELECTED INTO THEIR POSITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS MEMBERS WHO ELECT ONE OR MORE MEMBERS OF THEIR GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECISIONS ARE MADE BY THE GOVERNING BODY OF THE ORGANIZATION AND ARE SUBJECT TO APPROVAL BY ITS MEMBERS. DECISIONS ARE APPROVED OR DISAPPROVED BY A MAJORITY VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS REVIEWED BY THE TRUSTEE SIGNING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES IT'S GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IT DOES NOT HAVE A FORMAL CONFLICT OF INTEREST POLICY AND DOES NOT HAVE FINANCIAL STATEMENTS PREPARED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEI ALOHA CHAPTER NO 3 OES
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ReturnHeader/ReturnTs02023-09-08T14:40:27-05:00
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ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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