Civic Intelligence

Alexander and Baldwin Sugar Museum

990 • Fiscal year 2020 • EIN 99-0200210

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 17, 2021

PO Box 125Puunene, HI 96784

(808) 871-8058

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

19th percentile

0.01x

Higher debt load relative to revenue than 19% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

13th percentile

-25%

Higher net margin than 13% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

47th percentile

$52,500

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 28.4% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

33rd percentile

0.3%

Faster asset growth than 33% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

8th percentile

-49%

Faster revenue growth than 8% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,053,424

Up $3,542 (+0.3%) from 2019

Net Assets

Up

$1,052,438

Up $9,724 (+0.9%) from 2019

Liabilities

Down

$986

Down $6,182 (-86%) from 2019

Revenue

Down

$184,892

Down $174,668 (-49%) from 2019

Expenses

Down

$231,435

Down $106,193 (-31%) from 2019

Net Income

Down

-$46,543

Down $68,475 (-312%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $525,118Liabilities 2010: $27,487Net Assets 2010: $497,6312010Assets 2011: $538,874Liabilities 2011: $34,822Net Assets 2011: $504,0522011Assets 2012: $567,292Liabilities 2012: $27,107Net Assets 2012: $540,1852012Assets 2013: $646,004Liabilities 2013: $43,616Net Assets 2013: $602,3882013Assets 2014: $774,562Liabilities 2014: $35,247Net Assets 2014: $739,3152014Assets 2015: $762,069Liabilities 2015: $9,740Net Assets 2015: $752,3292015Assets 2016: $1,056,037Liabilities 2016: $13,630Net Assets 2016: $1,042,4072016Assets 2017: $1,058,852Liabilities 2017: $7,146Net Assets 2017: $1,051,7062017Assets 2018: $944,180Liabilities 2018: $9,230Net Assets 2018: $934,9502018Assets 2019: $1,049,882Liabilities 2019: $7,168Net Assets 2019: $1,042,7142019Assets 2020: $1,053,424Liabilities 2020: $986Net Assets 2020: $1,052,4382020Assets 2021: $1,297,583Liabilities 2021: $1,260Net Assets 2021: $1,296,3232021Assets 2022: $1,117,684Liabilities 2022: $6,381Net Assets 2022: $1,111,3032022Assets 2023: $1,138,122Liabilities 2023: $7,867Net Assets 2023: $1,130,2552023Assets 2024: $1,144,575Liabilities 2024: $6,327Net Assets 2024: $1,138,2482024

Highlighted filing

2020

Assets$1,053,424
Liabilities$986
Net Assets$1,052,438

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $245,6382010Expenses 2011: $239,7132011Expenses 2012: $253,1722012Revenue 2013: $287,469Expenses 2013: $261,058Net Income 2013: $26,4112013Revenue 2014: $437,864Expenses 2014: $267,414Net Income 2014: $170,4502014Revenue 2015: $298,023Expenses 2015: $271,003Net Income 2015: $27,0202015Revenue 2016: $550,860Expenses 2016: $283,120Net Income 2016: $267,7402016Revenue 2017: $248,830Expenses 2017: $281,373Net Income 2017: -$32,5432017Revenue 2018: $244,911Expenses 2018: $319,896Net Income 2018: -$74,9852018Revenue 2019: $359,560Expenses 2019: $337,628Net Income 2019: $21,9322019Revenue 2020: $184,892Expenses 2020: $231,435Net Income 2020: -$46,5432020Revenue 2021: $386,632Expenses 2021: $259,692Net Income 2021: $126,9402021Revenue 2022: $208,299Expenses 2022: $326,312Net Income 2022: -$118,0132022Revenue 2023: $259,877Expenses 2023: $357,643Net Income 2023: -$97,7662023Revenue 2024: $313,522Expenses 2024: $387,319Net Income 2024: -$73,7972024

Highlighted filing

2020

Revenue$184,892
Expenses$231,435
Net Income-$46,543
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 17, 2021
Return Version
2020v4.0
Gross Receipts
$209,128
Mission and Program Overview

Mission

To preserve and present the history and heritage of the sugar industry, and the multiethnic plantation life it engendered, for residents and visitors to the island of maui.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$523,303$595,865▲ $72,562
Savings and Temporary Cash Investments$310,772$256,750▼ $54,022
Land, Buildings, and Equipment, Net$178,821$169,834▼ $8,987
Inventories for Sale or Use$19,482$16,179▼ $3,303
Prepaid Expenses and Deferred Charges$12,223$8,710▼ $3,513
Cash and Non-Interest-Bearing Accounts$2,071$2,071→ $0
Accounts Receivable$710$1,515▲ $805
Total Assets$1,049,882$1,053,424▲ $3,542
Other Assets Total$2,500$2,500→ $0
Liabilities
Accounts Payable and Accrued Expenses$332$710▲ $378
Other Liabilities$6,836$276▼ $6,560
Total Liabilities$7,168$986▼ $6,182
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$915,235$930,167▲ $14,932
Net Assets With Donor Restrictions$127,479$122,271▼ $5,208
Total Net Assets Fund Balance$1,042,714$1,052,438▲ $9,724
Total Liabilities and Net Assets / Fund Balance$1,049,882$1,053,424▲ $3,542
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jill MatthewsMuseum DirecFT$52,500$52,500

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$136,398
Program Service Revenue
$30,315
Investment Income
$11,150
Other Revenue
$7,029
All Other Contributions
$136,398
Change in Net Assets
$-46,543
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$124,857
Other Expenses$106,578
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$38,661$16,569-$55,230
Current Officers, Directors, Trustees, and Key Employees$36,750$15,750-$52,500
Occupancy$38,008--$38,008
Depreciation Depletion$24,913$1,311-$26,224
Insurance$10,913$1,080-$11,993
Other Employee Benefits$6,053$2,594-$8,647
Payroll Taxes$5,936$2,544-$8,480
Fees for Services Accounting-$6,849-$6,849
Fees for Service Investment Mgmnt Fees-$3,669-$3,669
Advertising$3,428--$3,428
Other Expenses$839$770-$839
Total Functional Expenses$180,299$51,136$0$231,435
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposits$211
General Excise Tax Payable$65
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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

Governance Explanations

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

Prior to filing of the form 990, all board members are e-mailed a copy of the return for review. A copy of the form is also available for review at the museum.

Form 990, Page 6, Part VI, Line 15A

Compensation is determined by board review and approval.

Form 990, Page 6, Part VI, Line 15B

Compensation is determined by board review and approval.

Form 990, Page 6, Part VI, Line 19

The corporate documents are available at the museum for public inspection upon request during regular business hours.

Filing and Contact Details

Filer

Filer Name
Alexander & Baldwin Sugar Museum
EIN
99-0200210
Phone
8088718058
Address
PO BOX 125, PUUNENE, HI 96784

Signing Officer

Name
Douglas Sheehan
Title
President
Phone
8088718058
Signed
2021-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Douglas Sheehan
Formed
1982
Legal Domicile
Hi
Voting Board Members
14
Independent Board Members
14
Employees
9
Volunteers
15

Preparer

Firm
Myers Tax & Accounting LLC
Address
210 IMI KALA ST SUITE 1-S, WAILUKU, HI 96793-3505
Preparer
Laureen M Myers
Phone
8082508600
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0770
IRS990/OtherExpensesGrp/ProgramServicesAmt09024
IRS990/OtherExpensesGrp/ProgramServicesAmt13078
IRS990/OtherExpensesGrp/ProgramServicesAmt22696
IRS990/OtherExpensesGrp/ProgramServicesAmt3839
IRS990/OtherExpensesGrp/TotalAmt09024
IRS990/OtherExpensesGrp/TotalAmt13848
IRS990/OtherExpensesGrp/TotalAmt22696
IRS990/OtherExpensesGrp/TotalAmt3839
IRS990/OtherLiabilitiesGrp/BOYAmt06836
IRS990/OtherLiabilitiesGrp/EOYAmt0276
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt07210
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07210
IRS990/OtherRevenueTotalAmt07210
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt016569
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt038661
IRS990/OtherSalariesAndWagesGrp/TotalAmt055230
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02544
IRS990/PayrollTaxesGrp/ProgramServicesAmt05936
IRS990/PayrollTaxesGrp/TotalAmt08480
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012223
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08710
IRS990/PrincipalOfficerNm0DOUGLAS SHEEHAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MUSEUM ADMISSION FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt030315
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt030315
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOOL PROGRAM
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0839
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0214034
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt015478
IRS990/PYOtherExpensesAmt0156068
IRS990/PYOtherRevenueAmt01475
IRS990/PYProgramServiceRevenueAmt0128573
IRS990/PYRevenuesLessExpensesAmt021932
IRS990/PYSalariesCompEmpBnftPaidAmt0181560
IRS990/PYTotalExpensesAmt0337628
IRS990/PYTotalRevenueAmt0359560
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-46543
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt030315
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0310772
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0256750
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 499,783
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0136398
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0214034
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt073881
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt059389
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0277427
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0761129
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt011150
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010810
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011457
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07251
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09003
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt049671
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0484339
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt031265
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt092752
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt094490
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0121667
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0190874
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0531048
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.56720
IRS990ScheduleA/PublicSupportPY170Pct00.51360
IRS990ScheduleA/PublicSupportTotal170Amt0761129
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0136398
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0214034
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt073881
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt059389
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0277427
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0761129
IRS990ScheduleA/TotalSupportAmt01341848
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0211
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt165
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1GENERAL EXCISE TAX PAYABLE
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalLiabilityAmt0276
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIOR TO FILING OF THE FORM 990, ALL BOARD MEMBERS ARE E-MAILED A COPY OF THE RETURN FOR REVIEW. A COPY OF THE FORM IS ALSO AVAILABLE FOR REVIEW AT THE MUSEUM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPENSATION IS DETERMINED BY BOARD REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION IS DETERMINED BY BOARD REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CORPORATE DOCUMENTS ARE AVAILABLE AT THE MUSEUM FOR PUBLIC INSPECTION UPON REQUEST DURING REGULAR BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0HI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01049882
IRS990/TotalAssetsEOYAmt01053424
IRS990/TotalAssetsGrp/BOYAmt01049882
IRS990/TotalAssetsGrp/EOYAmt01053424
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0136398
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt051136
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0180299
IRS990/TotalFunctionalExpensesGrp/TotalAmt0231435
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07168
IRS990/TotalLiabilitiesEOYAmt0986
IRS990/TotalLiabilitiesGrp/BOYAmt07168
IRS990/TotalLiabilitiesGrp/EOYAmt0986
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01042714

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.14$0.01$1.14$0.31$0.39$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.14$0.01$1.13$0.26$0.36$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.12$0.01$1.11$0.21$0.33$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.39$0.26$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.18$0.23$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.05$0.01$1.04$0.36$0.34$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.94$0.01$0.93$0.24$0.32$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.06$0.01$1.05$0.25$0.28$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.01$1.04$0.55$0.28$0.27
2015Detailed filing. Detailed filing data is available for this year.$0.76$0.01$0.75$0.30$0.27$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.77$0.04$0.74$0.44$0.27$0.17
2013Detailed filing. Detailed filing data is available for this year.$0.65$0.04$0.60$0.29$0.26$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.03$0.54$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.03$0.50$0.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.03$0.50$0.25