Civic Intelligence

Keola Hoonanea

990 • Fiscal year 2021 • EIN 99-0119715

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 05, 2022

C/O Hawaiiana 711 Kapiolani BlvdHonolulu, HI 96813

(808) 593-9100

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

27th percentile

0.00x

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

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Net Margin

64th percentile

25%

Higher net margin than 64% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

61st percentile

$0

Higher top officer pay than 61% of similar nonprofits.

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

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Asset Growth

3rd percentile

-35%

Faster asset growth than 3% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

36th percentile

0.1%

Faster revenue growth than 36% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Flat

$1,022,926

Flat from 2021

Net Assets

Flat

$1,022,926

Flat from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Flat

$2,127,309

Flat from 2021

Expenses

Flat

$1,598,192

Flat from 2021

Net Income

Flat

$529,117

Flat from 2021

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,343,647Liabilities 2010: $636,302Net Assets 2010: $1,707,3452010Assets 2011: $1,969,540Liabilities 2011: $353,276Net Assets 2011: $1,616,2642011Assets 2012: $1,704,318Liabilities 2012: $159,620Net Assets 2012: $1,544,6982012Assets 2013: $1,823,895Liabilities 2013: $184,254Net Assets 2013: $1,639,6412013Assets 2014: $2,768,744Liabilities 2014: $965,787Net Assets 2014: $1,802,9572014Assets 2015: $563,775Liabilities 2015: $0Net Assets 2015: $563,7752015Assets 2016: $548,814Liabilities 2016: $0Net Assets 2016: $548,8142016Assets 2017: $550,776Liabilities 2017: $0Net Assets 2017: $550,7762017Assets 2018: $541,750Liabilities 2018: $0Net Assets 2018: $541,7502018Assets 2019: $1,049,284Liabilities 2019: $0Net Assets 2019: $1,049,2842019Assets 2020: $1,571,505Liabilities 2020: $0Net Assets 2020: $1,571,5052020Assets 2021: $1,022,926Liabilities 2021: $0Net Assets 2021: $1,022,9262021Assets 2021: $1,022,926Liabilities 2021: $0Net Assets 2021: $1,022,9262021Assets 2022: $1,218,032Liabilities 2022: $0Net Assets 2022: $1,218,0322022Assets 2023: $3,143,464Liabilities 2023: $0Net Assets 2023: $3,143,4642023Assets 2024: $1,603,192Liabilities 2024: $0Net Assets 2024: $1,603,1922024

Highlighted filing

2021

Assets$1,022,926
Liabilities$0
Net Assets$1,022,926

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $1,195,498Expenses 2010: $1,122,940Net Income 2010: $72,5582010Revenue 2011: $1,183,716Expenses 2011: $1,274,797Net Income 2011: -$91,0812011Revenue 2012: $1,128,807Expenses 2012: $1,200,373Net Income 2012: -$71,5662012Revenue 2013: $1,080,942Expenses 2013: $985,999Net Income 2013: $94,9432013Revenue 2014: $1,233,065Expenses 2014: $1,069,749Net Income 2014: $163,3162014Revenue 2015: $1,228,176Expenses 2015: $881,068Net Income 2015: $347,1082015Revenue 2016: $1,304,661Expenses 2016: $1,319,622Net Income 2016: -$14,9612016Revenue 2017: $1,308,445Expenses 2017: $1,306,483Net Income 2017: $1,9622017Revenue 2018: $1,396,836Expenses 2018: $1,405,862Net Income 2018: -$9,0262018Revenue 2019: $1,720,509Expenses 2019: $1,212,975Net Income 2019: $507,5342019Revenue 2020: $2,126,148Expenses 2020: $1,603,927Net Income 2020: $522,2212020Revenue 2021: $2,127,309Expenses 2021: $1,598,192Net Income 2021: $529,1172021Revenue 2021: $2,127,309Expenses 2021: $1,598,192Net Income 2021: $529,1172021Revenue 2022: $2,322,338Expenses 2022: $2,011,882Net Income 2022: $310,4562022Revenue 2023: $2,473,591Expenses 2023: $1,741,205Net Income 2023: $732,3862023Revenue 2024: $2,697,152Expenses 2024: $4,237,424Net Income 2024: -$1,540,2722024

Highlighted filing

2021

Revenue$2,127,309
Expenses$1,598,192
Net Income$529,117
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 5, 2022
Return Version
2021v4.1
Gross Receipts
$2,127,309
Mission and Program Overview

Mission

Provides affordable housing for the elderly,handicapped families and individuals

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,543,930$995,342▼ $548,588
Savings and Temporary Cash Investments$27,575$27,584▲ $9
Total Assets$1,571,505$1,022,926▼ $548,579
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,571,505$1,022,926▼ $548,579
Total Net Assets Fund Balance$1,571,505$1,022,926▼ $548,579
Total Liabilities and Net Assets / Fund Balance$1,571,505$1,022,926▼ $548,579
Compensation and Service Providers

Board Members and Trustees

NameTitle
Alvin WongPresident
Aiwohi BeverlyVice President
Keleawe HeeDirector 7/1/21
Russell LangusDirector 7/1/21
Shannon GorospeDirector 7/1/21
Emmanuel CruzDirector to 6/30/21
Moki HinoDirector to 6/30/21
Dennis Ching2nd Vice
Naty LagasoSecretary to 6/30/21
Tupou KelemeniTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,123,530
Investment Income
$3,779
Other Revenue
$0
Change in Net Assets
$529,117

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,127,309
Total Revenue per Audited Statements
$2,127,309
Total Revenue per Form 990
$2,127,309
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,379,003
Salaries, Compensation, and Employee Benefits$219,189
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$1,162,023$0$0$1,162,023
Other Salaries and Wages$162,294$0$0$162,294
Fees for Services Management$43,537$43,537$0$87,074
Interest$0$46,753$0$46,753
Office Expenses$21,727$21,727$0$43,454
Other Employee Benefits$42,987$0$0$42,987
Fees for Services Legal$0$34,045$0$34,045
Payroll Taxes$13,908$0$0$13,908
Fees for Services Accounting$0$5,654$0$5,654
Total Functional Expenses$1,446,476$151,716$0$1,598,192

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,598,192
Total Expenses per Audited Statements$1,598,192
Total Expenses per Form 990$1,598,192
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
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Keola Hoonanea
EIN
99-0119715
Phone
8085939100
Address
C/O HAWAIIANA 711 KAPIOLANI BLVD, HONOLULU, HI 96813

Signing Officer

Name
Alvin C P Wong
Title
President
Phone
8085939100
Signed
2022-04-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alvin C P Wong
Formed
1968
Legal Domicile
Hi
Voting Board Members
8
Independent Board Members
8
Employees
7
Volunteers
10

Preparer

Firm
Felice Valmas and Co LLC
Address
401 Kamakee St, Honolulu, HI 96814
Preparer
Felice Valmas CPA
Phone
8085368000
Supplemental Narrative

Additional Explanations

Pt VI, Line 19

Documents available upon request from management co

Pt VI, Line 11B

Reviewed by board of directors

Pt VI, Line 3

Receive professional management services

Pt VI, Line 12C

Periodic review of conflict of interest policies with officers & directors

Pt VI, Line 15B

Employee compensation is determined by management and bod

Pt XII, Line 1

Cash basis reporting, same as prior

Pt VI, Line 15A

No compensation is provided

Form 990, Part IX, Line 24E

Repairs and maintenance 428174. 428174. 0. 0.

Form 990, Part IX, Line 24E

Utilities 508154. 508154. 0. 0.

Form 990, Part IX, Line 24E

Loan repayments 31643. 31643. 0. 0.

Form 990, Part IX, Line 24E

Insurance 98621. 98621. 0. 0.

Form 990, Part IX, Line 24E

Security 94676. 94676. 0. 0.

Form 990, Part IX, Line 24E

TAXES 755. 755. 0. 0.

Financial Statement Notes

Other

Basis of accounting: cash basis reporting, as in prior years,only cash receipts and dibursements are reported, capital purchases are reported when funds are expended

Raw XML Appendix381 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/PYTotalExpensesAmt01603927
IRS990/PYTotalRevenueAmt02126148
IRS990/ReconcilationRevenueExpnssAmt0529117
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02123530
IRS990/SavingsAndTempCashInvstGrp/BOYAmt027575
IRS990/SavingsAndTempCashInvstGrp/EOYAmt027584
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt01598192
IRS990ScheduleD/RevenueSubtotalAmt02127309
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0BASIS OF ACCOUNTING: CASH BASIS REPORTING, AS IN PRIOR YEARS,ONLY CASH RECEIPTS AND DIBURSEMENTS ARE REPORTED, CAPITAL PURCHASES ARE REPORTED WHEN FUNDS ARE EXPENDED
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleD/TotalExpensesPerForm990Amt01598192
IRS990ScheduleD/TotalRevenuePerForm990Amt02127309
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02127309
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01598192
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DOCUMENTS AVAILABLE UPON REQUEST FROM MANAGEMENT CO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED BY BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RECEIVE PROFESSIONAL MANAGEMENT SERVICES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PERIODIC REVIEW OF CONFLICT OF INTEREST POLICIES WITH OFFICERS & DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EMPLOYEE COMPENSATION IS DETERMINED BY MANAGEMENT AND BOD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CASH BASIS REPORTING, SAME AS PRIOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NO COMPENSATION IS PROVIDED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7REPAIRS AND MAINTENANCE 428174. 428174. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8UTILITIES 508154. 508154. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9LOAN REPAYMENTS 31643. 31643. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10INSURANCE 98621. 98621. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SECURITY 94676. 94676. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TAXES 755. 755. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt XII, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0HI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01571505
IRS990/TotalAssetsEOYAmt01022926
IRS990/TotalAssetsGrp/BOYAmt01571505
IRS990/TotalAssetsGrp/EOYAmt01022926
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0151716
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01446476
IRS990/TotalFunctionalExpensesGrp/TotalAmt01598192
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01571505
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01022926
IRS990/TotalProgramServiceExpensesAmt01446476
IRS990/TotalProgramServiceRevenueAmt02123530
IRS990/TotalRevenueGrp/ExclusionAmt03779
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02123530
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02127309
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01571505
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01022926
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01616 MAKIKI ST
IRS990/USAddress/CityNm0HONOLULU
IRS990/USAddress/StateAbbreviationCd0HI
IRS990/USAddress/ZIPCd096822
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALVIN C P WONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08085939100
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KEOLA HOONANEA
ReturnHeader/Filer/BusinessNameControlTxt0KEOL
ReturnHeader/Filer/EIN0990119715
ReturnHeader/Filer/PhoneNum08085939100
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O HAWAIIANA 711 KAPIOLANI BLVD
ReturnHeader/Filer/USAddress/CityNm0HONOLULU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096813
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813435329
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Felice Valmas and Co LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 Kamakee St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Honolulu
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096814
ReturnHeader/PreparerPersonGrp/PhoneNum08085368000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FELICE VALMAS CPA
ReturnHeader/ReturnTs02022-04-12T18:17:54-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALVIN C P
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WONG
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.00$1.60$2.70$4.24$1.54
2023Summary only. Only limited summary data is available for this year.$3.14$0.00$3.14$2.47$1.74$0.73
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$2.32$2.01$0.31
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$2.13$1.60$0.53
2021Summary only. Only limited summary data is available for this year.$1.02$0.00$1.02$2.13$1.60$0.53
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$2.13$1.60$0.52
2019Summary only. Only limited summary data is available for this year.$1.05$0.00$1.05$1.72$1.21$0.51
2018Summary only. Only limited summary data is available for this year.$0.54$0.00$0.54$1.40$1.41$0.01
2017Summary only. Only limited summary data is available for this year.$0.55$0.00$0.55$1.31$1.31$0.00
2016Summary only. Only limited summary data is available for this year.$0.55$0.00$0.55$1.30$1.32$0.01
2015Summary only. Only limited summary data is available for this year.$0.56$0.00$0.56$1.23$0.88$0.35
2014Summary only. Only limited summary data is available for this year.$2.77$0.97$1.80$1.23$1.07$0.16
2013Summary only. Only limited summary data is available for this year.$1.82$0.18$1.64$1.08$0.99$0.09
2012Summary only. Only limited summary data is available for this year.$1.70$0.16$1.54$1.13$1.20$0.07
2011Summary only. Only limited summary data is available for this year.$1.97$0.35$1.62$1.18$1.27$0.09
2010Summary only. Only limited summary data is available for this year.$2.34$0.64$1.71$1.20$1.12$0.07