Civic Intelligence

Herbert C Shipman Foundation

990PF • Fiscal year 2013 • EIN 99-0175917

Aug 01, 2012 to Jul 31, 2013 • Filed on Sep 11, 2013

1216 Kinoole Street96720
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

77th percentile

13%

Faster asset growth than 77% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$584,139

Up $67,744 (+13%) from 2012

Net Assets

Up

$584,139

Up $67,744 (+13%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$22,756

Down $4,022 (-15%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $517,701Liabilities 2011: $0Net Assets 2011: $517,7012011Assets 2012: $516,395Liabilities 2012: $0Net Assets 2012: $516,3952012Assets 2013: $584,139Liabilities 2013: $0Net Assets 2013: $584,1392013Assets 2014: $568,714Liabilities 2014: $0Net Assets 2014: $568,7142014Assets 2015: $567,592Liabilities 2015: $0Net Assets 2015: $567,5922015Assets 2016: $539,499Liabilities 2016: $0Net Assets 2016: $539,4992016Assets 2017: $533,252Liabilities 2017: $0Net Assets 2017: $533,2522017Assets 2018: $551,995Liabilities 2018: $0Net Assets 2018: $551,9952018Assets 2019: $551,535Liabilities 2019: $2,937Net Assets 2019: $548,5982019Assets 2020: $521,075Liabilities 2020: $0Net Assets 2020: $521,0752020Assets 2021: $501,016Liabilities 2021: $0Net Assets 2021: $501,0162021Assets 2022: $545,325Liabilities 2022: $0Net Assets 2022: $545,3252022Assets 2023: $521,868Liabilities 2023: $0Net Assets 2023: $521,8682023

Highlighted filing

2013

Assets$584,139
Liabilities$0
Net Assets$584,139

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $31,1072011Expenses 2012: $26,7782012Expenses 2013: $22,7562013Revenue 2014: $28,057Expenses 2014: $43,482Net Income 2014: -$15,4252014Revenue 2015: $35,340Expenses 2015: $36,462Net Income 2015: -$1,1222015Revenue 2016: $8,340Expenses 2016: $36,433Net Income 2016: -$28,0932016Revenue 2017: $25,354Expenses 2017: $31,601Net Income 2017: -$6,2472017Revenue 2018: $53,322Expenses 2018: $34,579Net Income 2018: $18,7432018Revenue 2019: $35,293Expenses 2019: $38,690Net Income 2019: -$3,3972019Revenue 2020: $8,922Expenses 2020: $36,445Net Income 2020: -$27,5232020Revenue 2021: $15,517Expenses 2021: $35,576Net Income 2021: -$20,0592021Revenue 2022: $83,075Expenses 2022: $38,766Net Income 2022: $44,3092022Revenue 2023: $15,581Expenses 2023: $39,038Net Income 2023: -$23,4572023

Highlighted filing

2013

Revenue-
Expenses$22,756
Net Income-
Jump To
Filing Snapshot
Filing Period
Aug 1, 2012 to Jul 31, 2013
Signed
Sep 11, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY CHOIPresident-$0--
FRED J KOEHNENSec/Treas-$0--
NANCY CABRALVice-Preside-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHAWAII COMMUNITY FOUNDATISCHOLARSHIPS501(C)3HONOLULU, HI, US$18,000
Filing and Contact Details

Filer

EIN
99-0175917
Raw XML AppendixShowing 400 of 493 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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CompensationExplanation/Compensation/PersonName1FRED J KOEHNEN
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IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA090500
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss04756
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IRS990PF/BalanceSheets/TotalAssetsEOY0584139
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0587118
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/BalanceSheets/TotalNetAssetsEOY0584139
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome013113
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses067744
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0584139
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0516395
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0584139
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted026043
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj026043
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IRS990PF/DistributableAmount/MinimumInvestmentReturn026487
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0444
IRS990PF/DistributableAmount/TotalTax0444
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0444
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0444
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0587118
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0537809
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances054397
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0483412
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable08067
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn026487
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IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0537809
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JEFFREY CHOI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1FRED J KOEHNEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2NANCY CABRAL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1SEC/TREAS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2VICE-PRESIDE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101706 WAIANUENUE AVE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1HI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2HI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode096720
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode196720
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode296720
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IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets032660
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.061653
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.052076
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.044401
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.080878
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.086884
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10518278
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20524234
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30491342
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40442595
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50732899
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0222
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions018000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1022819
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2027300
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3021816
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4035796
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5063677
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.308267
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions018000
IRS990PF/QualifyingDistributions/ExpensesAndContributions018000
IRS990PF/QualifyingDistributions/QualifyingDistributions018000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0HERBERT M NAKAYAMA CPA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08089353734
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101216 KINOOLE STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0HILO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0HI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0967204134
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.22$0.00$5.22$0.16$0.39$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.45$0.00$5.45$0.83$0.39$0.44
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.01$0.00$5.01$0.16$0.36$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.21$0.00$5.21$0.09$0.36$0.28
2019Detailed filing. Detailed filing data is available for this year.$5.52$0.03$5.49$0.35$0.39$0.03
2018Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.53$0.35$0.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.33$0.00$5.33$0.25$0.32$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.39$0.00$5.39$0.08$0.36$0.28
2015Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$0.35$0.36$0.01
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.69$0.00$5.69$0.28$0.43$0.15
2013Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.84$0.23
2012Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.27
2011Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.31