Civic Intelligence

Anna Perry-Fiske Charitable Trust

990PF • Fiscal year 2016 • EIN 99-0230079

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 02, 2017

Organization Profile
65-1230 Mamalahoa Hwy No B-20Kamuela, HI 96743

(808) 885-4554

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

27th percentile

0.00x

Higher debt load relative to revenue than 27% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

10th percentile

-62%

Higher net margin than 10% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

46th percentile

$12,000

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

38th percentile

-1.6%

Faster asset growth than 38% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

61st percentile

6.3%

Faster revenue growth than 61% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$4,255,274

Down $67,646 (-1.6%) from 2015

Net Assets

Down

$4,255,110

Down $67,468 (-1.6%) from 2015

Liabilities

Down

$164

Down $178 (-52%) from 2015

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin10th percentile

Revenue

Up

$108,993

Up $6,507 (+6.3%) from 2015

Expenses

Down

$176,461

Down $865 (-0.5%) from 2015

Net Income

Up

-$67,468

Up $7,372 (+9.9%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,626,239Liabilities 2011: $0Net Assets 2011: $4,626,2392011Assets 2012: $4,510,565Liabilities 2012: $71Net Assets 2012: $4,510,4942012Assets 2013: $4,440,012Liabilities 2013: $772Net Assets 2013: $4,439,2402013Assets 2014: $4,397,570Liabilities 2014: $152Net Assets 2014: $4,397,4182014Assets 2015: $4,322,920Liabilities 2015: $342Net Assets 2015: $4,322,5782015Assets 2016: $4,255,274Liabilities 2016: $164Net Assets 2016: $4,255,1102016Assets 2017: $4,232,372Liabilities 2017: $194Net Assets 2017: $4,232,1782017Assets 2018: $4,176,315Liabilities 2018: $0Net Assets 2018: $4,176,3152018Assets 2019: $4,134,426Liabilities 2019: $12019Assets 2020: $4,037,902Liabilities 2020: $12020Assets 2021: $4,001,228Liabilities 2021: $2,3562021Assets 2022: $4,001,264Liabilities 2022: $2,356Net Assets 2022: $3,998,9082022Assets 2023: $4,006,211Liabilities 2023: $2,3562023Assets 2024: $4,038,791Liabilities 2024: $15,749Net Assets 2024: $4,023,0422024

Highlighted filing

2016

Assets$4,255,274
Liabilities$164
Net Assets$4,255,110
Open 2016 Filing

Operations Trend

Revenue Growth61st percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $270,7422011Expenses 2012: $179,9442012Revenue 2013: $77,428Expenses 2013: $148,682Net Income 2013: -$71,2542013Revenue 2014: $138,341Expenses 2014: $180,163Net Income 2014: -$41,8222014Revenue 2015: $102,486Expenses 2015: $177,326Net Income 2015: -$74,8402015Revenue 2016: $108,993Expenses 2016: $176,461Net Income 2016: -$67,4682016Revenue 2017: $151,585Expenses 2017: $174,517Net Income 2017: -$22,9322017Revenue 2018: $128,626Expenses 2018: $184,489Net Income 2018: -$55,8632018Revenue 2019: $150,364Expenses 2019: $192,253Net Income 2019: -$41,8892019Revenue 2020: $102,827Expenses 2020: $199,351Net Income 2020: -$96,5242020Revenue 2021: $107,091Expenses 2021: $146,121Net Income 2021: -$39,0302021Revenue 2022: $185,405Expenses 2022: $185,369Net Income 2022: $362022Revenue 2023: $222,928Expenses 2023: $217,981Net Income 2023: $4,9472023Revenue 2024: $211,002Expenses 2024: $191,815Net Income 2024: $19,1872024

Highlighted filing

2016

Revenue$108,993
Expenses$176,461
Net Income-$67,468
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 2, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN G BESSTrusteePT$12,000-$12,000
ROBERT W HASTINGSTrusteePT$5,000-$5,000
JOSEPH ANDREWSTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Anna Perry-fiske Charitable Trust
EIN
99-0230079
Phone
8088854554
Address
65-1230 MAMALAHOA HWY NO B-20, KAMUELA, HI 96743

Signing Officer

Name
Robert Hastings
Title
Trustee
Phone
8088554554
Signed
2017-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Taketa Iwata Hara & Associates LLC
Address
101 AUPUNI STREET SUITE 139, HILO, HI 96720
Preparer
Brian M Iwata
Phone
8089355404
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13CONSTRUCTION
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20KIOSK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21VIEWING PLATFORM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22CRAFTMAN RIDER LAWNMOWER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23ANNA RANCH OHIA SIGN
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc242 COMPUTERS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25HP COLOR LASERJET PRINTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26MS OFFICE FOR MAC SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27POS ACER LAPTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28OHIA SIGNS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29PICNIC TABLES, BENCHES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30SIGNS FOR DISCOVERY TRAILS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31FENCE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0127919
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0122074
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0466468
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0458148
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt011798
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt06339
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/ExclusionAmt02447
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/ExclusionCd041
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt081218
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt033
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0TOUR FEES
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt03050
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0101836
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt03050
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0104886
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt09410
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt09410
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt067995
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt06339
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt01700
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt013600
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01700
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt017000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt04107
IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSoldAmt0748
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt04499
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt018560
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt023060
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt011798
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt011798
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt011798
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-67468
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitAdjNetIncmAmt02447
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt02447
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt081218
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt081218
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt081218
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt03195
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0130107
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt06339
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt041013
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt081218
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt017138
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt030880
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt016807
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt064825
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt04436
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025580
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt015810
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt045826
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt03083
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt033
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03083
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04016
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04016
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt0194
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0194
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt02786
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt07118
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01483
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt011386
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt098554
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt030559
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt087526
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt058376
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0176461
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt099389
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0108993
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt030559
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt087526
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt058376
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0176461
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0744
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt01997-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0123168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt06384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt06384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0129552

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,255,274
Liabilities
$164
Net assets
$4,255,110
Revenue
$108,993
Expenses
$176,461
Net income
-$67,468
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.04$0.02$4.02$0.21$0.19$0.02
2023Summary only. Only limited summary data is available for this year.$4.01$0.00$0.22$0.22$0.00
2022Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.19$0.19$0.00
2021Summary only. Only limited summary data is available for this year.$4.00$0.00$0.11$0.15$0.04
2020Summary only. Only limited summary data is available for this year.$4.04$0.00$0.10$0.20$0.10
2019Summary only. Only limited summary data is available for this year.$4.13$0.00$0.15$0.19$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.18$0.00$4.18$0.13$0.18$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.23$0.00$4.23$0.15$0.17$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.11$0.18$0.07
2015Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.10$0.18$0.07
2014Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.14$0.18$0.04
2013Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.08$0.15$0.07
2012Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.18
2011Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.27