Civic Intelligence

Anna Perry-Fiske Charitable Trust

990PF • Fiscal year 2020 • EIN 99-0230079

Jan 01, 2020 to Dec 31, 2020

Kamuela, HI
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

8th percentile

-94%

Higher net margin than 8% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

26th percentile

-2.3%

Faster asset growth than 26% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

18th percentile

-32%

Faster revenue growth than 18% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$4,037,902

Down $96,524 (-2.3%) from 2019

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$1

Flat from 2019

Revenue

Down

$102,827

Down $47,537 (-32%) from 2019

Expenses

Up

$199,351

Up $7,098 (+3.7%) from 2019

Net Income

Down

-$96,524

Down $54,635 (-130%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$4,037,902
Liabilities$1
Net Assets-

Operations Trend

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

2020

Revenue$102,827
Expenses$199,351
Net Income-$96,524
Filing Detail Status

This 2020 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020

Document Assets

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