Civic Intelligence

K J Luke Foundation

990PF • Fiscal year 2018 • EIN 99-0234080

Jan 01, 2018 to Dec 31, 2018 • Filed on May 09, 2019

45 North King Street No 600Honolulu, HI 96817

(808) 524-0129

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

2nd percentile

-244%

Higher net margin than 2% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

43rd percentile

-0.5%

Faster asset growth than 43% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

85%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,039,894

Down $5,092 (-0.5%) from 2017

Net Assets

Down

$1,039,894

Down $5,092 (-0.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$2,086

Up $956 (+85%) from 2017

Expenses

Down

$7,178

Down $49,999 (-87%) from 2017

Net Income

Up

-$5,092

Up $50,955 (+91%) from 2017

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,484,942Liabilities 2011: $02011Assets 2012: $1,407,275Liabilities 2012: $02012Assets 2013: $1,328,221Liabilities 2013: $0Net Assets 2013: $1,328,2212013Assets 2014: $1,260,745Liabilities 2014: $0Net Assets 2014: $1,260,7452014Assets 2015: $1,190,421Liabilities 2015: $0Net Assets 2015: $1,190,4212015Assets 2016: $1,101,033Liabilities 2016: $0Net Assets 2016: $1,101,0332016Assets 2017: $1,044,986Liabilities 2017: $0Net Assets 2017: $1,044,9862017Assets 2018: $1,039,894Liabilities 2018: $0Net Assets 2018: $1,039,8942018Assets 2019: $1,000,980Liabilities 2019: $0Net Assets 2019: $1,000,9802019Assets 2020: $1,508,841Liabilities 2020: $0Net Assets 2020: $1,508,8412020Assets 2021: $3,666,126Liabilities 2021: $0Net Assets 2021: $3,666,1262021Assets 2022: $5,105,536Liabilities 2022: $0Net Assets 2022: $5,105,5362022Assets 2023: $5,761,033Liabilities 2023: $0Net Assets 2023: $5,761,0332023Assets 2024: $6,806,360Liabilities 2024: $0Net Assets 2024: $6,806,3602024

Highlighted filing

2018

Assets$1,039,894
Liabilities$0
Net Assets$1,039,894

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $3,432Expenses 2011: $80,503Net Income 2011: -$77,0712011Revenue 2012: $1,986Expenses 2012: $79,653Net Income 2012: -$77,6672012Revenue 2013: $2,098Expenses 2013: $81,152Net Income 2013: -$79,0542013Revenue 2014: $676Expenses 2014: $68,152Net Income 2014: -$67,4762014Revenue 2015: $1,328Expenses 2015: $71,652Net Income 2015: -$70,3242015Revenue 2016: $1,015Expenses 2016: $90,403Net Income 2016: -$89,3882016Revenue 2017: $1,130Expenses 2017: $57,177Net Income 2017: -$56,0472017Revenue 2018: $2,086Expenses 2018: $7,178Net Income 2018: -$5,0922018Revenue 2019: $13,763Expenses 2019: $52,677Net Income 2019: -$38,9142019Revenue 2020: $807,425Expenses 2020: $299,564Net Income 2020: $507,8612020Revenue 2021: $3,250,157Expenses 2021: $234,766Net Income 2021: $3,015,3912021Revenue 2022: $1,638,749Expenses 2022: $182,935Net Income 2022: $1,455,8142022Revenue 2023: $846,145Expenses 2023: $190,207Net Income 2023: $655,9382023Revenue 2024: $1,191,713Expenses 2024: $72,672Net Income 2024: $1,119,0412024

Highlighted filing

2018

Revenue$2,086
Expenses$7,178
Net Income-$5,092
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 9, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WARREN K K LUKEPresident/Director-$0--
JOHN PETER UEHARASect/Treasurer-$0--
LORETTA H W LUKE YAJIMADirector-$0--
SHARLENE K S LUKE MAUDirector-$0--
JANICE M T LUKE LOODirector-$0--
Filing and Contact Details

Filer

Filer Name
K J Luke Foundation
EIN
99-0234080
Phone
8085240129
Address
45 NORTH KING STREET NO 600, HONOLULU, HI 96817

Signing Officer

Name
Warren K K Luke
Title
President
Phone
8085240129
Signed
2019-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Gilford Sato & Associates Cpas Inc
Address
711 KAPIOLANI BLVD SUITE 1000, HONOLULU, HI 96813
Preparer
Joanne Hoe
Phone
8089428868
Raw XML Appendix350 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0K J L MANAGEMENT SERVICES LLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt045 NORTH KING STREET SUITE 600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HONOLULU
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0HI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd096817
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0HI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08085240129
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0ANY FORM STATING REQUEST FOR INQUIRY.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WARREN K K LUKE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08085240129
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt045 N KING ST STE 600
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0HONOLULU
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0HI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd096817
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0MUST BE EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF IRC OF 1954.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO LATER THAN 1 YEAR AFTER FILING OF THIS RETURN.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FUND THE K. J. LUKE SCHOLARSHIP FUND.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO RESTORE AND MAINTAIN THE CHURCH'S ORGAN.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE DONATION TO 501(C)(3) ORGANIZATION, TO PRESERVE CHINESE CULTURE AND HISTORIC TREASURES IN HAWAII.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIP FUNDTO FUND THE DEPUTIES SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SAINT LOUIS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1COMMUNITY CHURCH OF HONOLULU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2TONG WO SOCIETY OF KOHALA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE DEPUTIES 3462 ALA HINALO ST HONOLULU HI 96818
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03142 WAIALAE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12345 NUUANU AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2C/O 112 KALO ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33462 ALA HINALO ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HONOLULU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HONOLULU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HILO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3HONOLULU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0968161579
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd196817
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd296720
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd396818
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02922
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04081
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt051431
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07003
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt048509
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04081
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MSSB BROKERAGE ACC'T SERVICE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0175
TaxesSchedule/TaxesDetail/Amt03
TaxesSchedule/TaxesDetail/CategoryTxt0HI STATE LICENSE - DCCA
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt03
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WARREN K K LUKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08085240129
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0K J LUKE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KJLF
ReturnHeader/Filer/EIN0990234080
ReturnHeader/Filer/PhoneNum08085240129
ReturnHeader/Filer/USAddress/AddressLine1Txt045 NORTH KING STREET NO 600
ReturnHeader/Filer/USAddress/CityNm0HONOLULU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096817
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05519A1AB1A951CBED781650AF7540063C5A85EA5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.61.39.235
ReturnHeader/FilingSecurityInformation/IPDt02019-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0HS
ReturnHeader/FilingSecurityInformation/IPTm016:13:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0990312074
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GILFORD SATO & ASSOCIATES CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0711 KAPIOLANI BLVD SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HONOLULU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096813
ReturnHeader/PreparerPersonGrp/PhoneNum08089428868
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNE HOE
ReturnHeader/ReturnTs02019-05-10T16:48:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$1.19$0.07$1.12
2023Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.85$0.19$0.66
2022Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$1.64$0.18$1.46
2021Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$3.25$0.23$3.02
2020Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.81$0.30$0.51
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.01$0.05$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.00$0.01$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.00$0.06$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.00$0.09$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.00$0.07$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.00$0.07$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.00$0.08$0.08
2012Summary only. Only limited summary data is available for this year.$1.41$0.00$0.00$0.08$0.08
2011Summary only. Only limited summary data is available for this year.$1.48$0.00$0.00$0.08$0.08