Civic Intelligence

Anna Perry-Fiske Charitable Trust

990PF • Fiscal year 2019 • EIN 99-0230079

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 05, 2020

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

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

15th percentile

-28%

Higher net margin than 15% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

46th percentile

$7,000

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

35th percentile

-1.0%

Faster asset growth than 35% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

72nd percentile

17%

Faster revenue growth than 72% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Flat

$4,134,426

Flat from 2019

Net Assets

$4,134,426

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin15th percentile

Revenue

Flat

$150,364

Flat from 2019

Expenses

Flat

$192,253

Flat from 2019

Net Income

Flat

-$41,889

Flat from 2019

Historical Trend

Balance Sheet Trend

Asset Growth35th 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: $0Net Assets 2019: $4,134,4262019Assets 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

2019

Assets$4,134,426
Liabilities$0
Net Assets$4,134,426
Open 2019 Filing

Operations Trend

Revenue Growth72nd 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 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

2019

Revenue$150,364
Expenses$192,253
Net Income-$41,889
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 5, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN G BESSTrusteePT$7,000-$7,000
ROBERT W HASTINGSTrusteePT$3,500-$3,500
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
2020-11-05
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/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
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26POS ACER LAPTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27OHIA SIGNS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28PICNIC TABLES, BENCHES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29SIGNS FOR DISCOVERY TRAILS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30FENCE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31FLOORING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0277756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0336752
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0132277
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0134266
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt051944
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0EXCHANGE TRADE FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt053670
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt09684
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt07700
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/ExclusionAmt0384
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/ExclusionCd041
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0120208
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/UnrelatedBusinessTaxblIncmAmt0132
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0TOUR FEES
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1HAKU LEI MAKING
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt01358
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt1642
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0130276
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt09700
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0132
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0140108
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt07123
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07123
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0113897
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt07700
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt01050
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt08400
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01050
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt010500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt010256
IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSoldAmt01058
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt03876
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt019259
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt023134
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt09684
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt09684
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt09684
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-41889
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitAdjNetIncmAmt0384
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt0384
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt0120208
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0120208
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0120208
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt01442
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0322359
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt07700
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt069270
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0120208
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt02563
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt07918
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt042227
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt017999
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt068143
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt06221
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt031139
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt022171
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt059532
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt02132
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0132
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02132
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06337
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt06337
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt0240
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt02009
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt010302
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01398
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt016209
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0134971
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt021074
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0100226
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt068454
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0192253
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0137724
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0150364
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt021074
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt099226
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt068454
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0191253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0163015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1151644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0165578
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1156781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt07700
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt02563

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,134,426
Liabilities
$0
Net assets
$4,134,426
Revenue
$150,364
Expenses
$192,253
Net income
-$41,889
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
2019Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.15$0.19$0.04
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
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