Civic Intelligence

Anna Perry-Fiske Charitable Trust

990PF • Fiscal year 2017 • EIN 99-0230079

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 08, 2018

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

27th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

45th percentile

$5,000

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

36th percentile

-0.5%

Faster asset growth than 36% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

81st percentile

39%

Faster revenue growth than 81% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$4,232,372

Down $90,548 (-2.1%) from 2015

Net Assets

Down

$4,232,178

Down $90,400 (-2.1%) from 2015

Liabilities

Down

$194

Down $148 (-43%) from 2015

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin19th percentile

Revenue

Up

$151,585

Up $49,099 (+48%) from 2015

Expenses

Down

$174,517

Down $2,809 (-1.6%) from 2015

Net Income

Up

-$22,932

Up $51,908 (+69%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth36th 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 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

2017

Assets$4,232,372
Liabilities$194
Net Assets$4,232,178
Open 2017 Filing

Operations Trend

Revenue Growth81st 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 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

2017

Revenue$151,585
Expenses$174,517
Net Income-$22,932
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 8, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN G BESSTrusteePT$5,000-$5,000
ROBERT W HASTINGSTrusteePT$5,000-$5,000
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
2018-11-08
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/PropertyDesc1BULL
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2SECURITY ALARMS SYSTEM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3SECURITY ALARM SERVICE
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5LAND AND BUILDING
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8BUILDING RENOVATIONS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9LAND SURVEY AND ZONING
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11CONSTRUCTION
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12CONSTRUCTION
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13ALARM SYSTEM UPGRADE
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16MASTER BEDROOM RESTORATION
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18CHAIRS & TABLES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19KIOSK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20VIEWING PLATFORM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21CRAFTMAN RIDER LAWNMOWER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22ANNA RANCH OHIA SIGN
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc232 COMPUTERS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24HP COLOR LASERJET PRINTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25MS OFFICE FOR MAC SOFTWARE
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28PICNIC TABLES, BENCHES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29SIGNS FOR DISCOVERY TRAILS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30FENCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0329643
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0356042
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0100625
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt099094
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt072915
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0EXCHANGE TRADE FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt073104
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt07349
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt027751
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/ExclusionAmt01795
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/ExclusionCd041
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0107899
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0599
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0TOUR FEES
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1CATTLE INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt02780
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt1598
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0145393
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt03378
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0148771
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06149
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06149
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt095270
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt027751
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt08000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02814
IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSoldAmt0798
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt07030
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt016359
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt023387
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt07349
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt07349
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt07349
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-22932
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitAdjNetIncmAmt01795
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt01795
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt0107899
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0107899
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0107899
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt02593
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0669664
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0826
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0826
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt027751
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt082771
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0107899
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt01772
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt011699
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt031418
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt015926
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt059043
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt05576
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt031505
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt020661
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt057744
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt03977
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0599
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03977
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt03857
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt03857
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt02217
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt08943
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02198
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt013357
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0122792
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt027522
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt086169
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt060827
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0174517
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0143598
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0151585
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt027522
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt086169
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt060827
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0174517
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0154
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0618189
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt123724
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt025900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt025900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0644089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt125496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BERNSTEIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHARLES SCHWAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-05

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,232,372
Liabilities
$194
Net assets
$4,232,178
Revenue
$151,585
Expenses
$174,517
Net income
-$22,932
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
2017Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.15$0.17$0.02
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