Civic Intelligence

Hawaii Operating Engineers Industry Stabilization Trust Fund

990 • Fiscal year 2019 • EIN 99-0262008

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 15, 2020

Organization ProfileN/A
1600 Harbor Bay Pkwy No 200Alameda, CA 94502

(510) 671-8818

Siviq Scores

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

Liabilities / Assets

51st percentile

0.02x

Higher debt load relative to assets than 51% of similar nonprofits.

2019 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.06x

Higher debt load relative to revenue than 60% of similar nonprofits.

2019 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2019

Net Margin

83rd percentile

26%

Higher net margin than 83% of similar nonprofits.

2019 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

60th percentile

$207,673

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 9.7% of source-year revenue.

2019 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2019

Asset Growth

66th percentile

14%

Faster asset growth than 66% of similar nonprofits.

2019 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

49th percentile

4.3%

Faster revenue growth than 49% of similar nonprofits.

2019 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$5,350,482

Up $641,244 (+14%) from 2018

Net Assets

Up

$5,224,256

Up $671,584 (+15%) from 2018

Liabilities

Down

$126,226

Down $30,340 (-19%) from 2018

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin83rd percentile

Revenue

Up

$2,147,761

Up $88,867 (+4.3%) from 2018

Expenses

Down

$1,588,669

Down $53,783 (-3.3%) from 2018

Net Income

Up

$559,092

Up $142,650 (+34%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,993,138Liabilities 2010: $15,679Net Assets 2010: $3,977,4592010Assets 2011: $4,173,070Liabilities 2011: $36,330Net Assets 2011: $4,136,7402011Assets 2012: $3,938,490Liabilities 2012: $48,558Net Assets 2012: $3,889,9322012Assets 2013: $3,705,928Liabilities 2013: $40,027Net Assets 2013: $3,665,9012013Assets 2014: $3,400,271Liabilities 2014: $62,038Net Assets 2014: $3,338,2332014Assets 2015: $3,261,230Liabilities 2015: $44,343Net Assets 2015: $3,216,8872015Assets 2016: $3,730,237Liabilities 2016: $102,426Net Assets 2016: $3,627,8112016Assets 2017: $4,433,050Liabilities 2017: $141,899Net Assets 2017: $4,291,1512017Assets 2018: $4,709,238Liabilities 2018: $156,566Net Assets 2018: $4,552,6722018Assets 2019: $5,350,482Liabilities 2019: $126,226Net Assets 2019: $5,224,2562019Assets 2020: $6,085,272Liabilities 2020: $137,735Net Assets 2020: $5,947,5372020Assets 2021: $6,577,083Liabilities 2021: $97,978Net Assets 2021: $6,479,1052021Assets 2022: $6,091,645Liabilities 2022: $87,378Net Assets 2022: $6,004,2672022Assets 2023: $6,002,539Liabilities 2023: $119,260Net Assets 2023: $5,883,2792023Assets 2024: $5,760,507Liabilities 2024: $108,183Net Assets 2024: $5,652,3242024

Highlighted filing

2019

Assets$5,350,482
Liabilities$126,226
Net Assets$5,224,256
Open 2019 Filing

Operations Trend

Revenue Growth49th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $1,310,900Expenses 2010: $1,050,564Net Income 2010: $260,3362010Revenue 2011: $1,247,181Expenses 2011: $1,200,165Net Income 2011: $47,0162011Revenue 2012: $1,277,309Expenses 2012: $1,685,561Net Income 2012: -$408,2522012Revenue 2013: $1,195,842Expenses 2013: $1,274,197Net Income 2013: -$78,3552013Revenue 2014: $1,207,778Expenses 2014: $1,568,311Net Income 2014: -$360,5332014Revenue 2015: $1,388,985Expenses 2015: $1,378,082Net Income 2015: $10,9032015Revenue 2016: $1,657,170Expenses 2016: $1,341,806Net Income 2016: $315,3642016Revenue 2017: $2,103,036Expenses 2017: $1,513,017Net Income 2017: $590,0192017Revenue 2018: $2,058,894Expenses 2018: $1,642,452Net Income 2018: $416,4422018Revenue 2019: $2,147,761Expenses 2019: $1,588,669Net Income 2019: $559,0922019Revenue 2020: $2,002,192Expenses 2020: $1,301,269Net Income 2020: $700,9232020Revenue 2021: $2,127,402Expenses 2021: $1,469,714Net Income 2021: $657,6882021Revenue 2022: $1,983,314Expenses 2022: $1,839,214Net Income 2022: $144,1002022Revenue 2023: $1,291,639Expenses 2023: $1,659,842Net Income 2023: -$368,2032023Revenue 2024: $1,411,131Expenses 2024: $1,740,447Net Income 2024: -$329,3162024

Highlighted filing

2019

Revenue$2,147,761
Expenses$1,588,669
Net Income$559,092
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 15, 2020
Return Version
2019v5.1
Gross Receipts
$4,307,772
Mission and Program Overview

Mission

NONE

To promote and develop programs and services for hawaii's construction industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,552,672$5,224,256▲ $671,584
Investments in Publicly Traded Securities$1,937,379$2,123,709▲ $186,330
Cash and Non-Interest-Bearing Accounts$1,337,516$1,703,465▲ $365,949
Investments Other Securities$911,769$1,047,627▲ $135,858
Accounts Receivable$355,320$328,347▼ $26,973
Land, Buildings, and Equipment, Net$74,043$128,307▲ $54,264
Prepaid Expenses and Deferred Charges$12,231$10,126▼ $2,105
Savings and Temporary Cash Investments$80,980$8,901▼ $72,079
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,709,238$5,350,482▲ $641,244
Liabilities
Accounts Payable and Accrued Expenses$156,566$126,226▼ $30,340
Total Liabilities$156,566$126,226▼ $30,340
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,552,672$5,224,256▲ $671,584
Total Liabilities and Net Assets / Fund Balance$4,709,238$5,350,482▲ $641,244

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$128,307$51,549$179,856
Other Securities$1,047,627--
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John MonisExecutive DirectorFT$132,098$75,575$207,673
Myles MiyasatoSr. Compliance OfficerFT$123,000$75,381$198,381
Jonathan WhiteCompliance OfficerFT$118,971$75,535$194,506
Dwight BurnsCompliance OfficerFT$118,671$75,244$193,915

Board Members and Trustees

NameTitle
Lance WilhelmChairman
Russell BurnsCo- Chairman
Dan RedingTrustee
Joyce FurukawaTrustee
Ken KawamotoTrustee
Pane MeatogaTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,972,331
Investment Income
$175,430
Other Revenue
$0
Change in Net Assets
$559,092

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,137,190
Revenue Not Reported on Financial Statements
$10,571
Revenue Not Reported on Form 990
$112,492
Total Revenue per Audited Statements
$2,249,682
Total Revenue per Form 990
$2,147,761
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,151,668
Other Expenses$410,801
Grants and Similar Amounts Paid$26,200
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$413,528
Pension Plan Contributions---$283,639
Current Officers, Directors, Trustees, and Key Employees---$255,098
Other Employee Benefits---$145,147
Advertising---$88,261
Occupancy---$75,632
Travel---$68,684
Payroll Taxes---$54,256
Grants to Domestic Orgs---$26,200
Depreciation Depletion---$24,673
Office Expenses---$21,171
Insurance---$20,108
Fees for Services Other---$19,496
Fees for Services Legal---$17,891
Fees for Service Investment Mgmnt Fees---$10,571
Fees for Services Accounting---$9,400
Conferences and Meetings---$6,751
Other Expenses---$1,522
Total Functional Expenses$0$0$0$1,588,669

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,588,669
Expenses per Audited Statements$1,578,098
Total Expenses per Audited Statements$1,578,098
Expenses Not Reported on Financial Statements$10,571
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oe Scholarship FoundationAlameda, CA-Scholarships$10,000
Hawaii Farm Bureau FederationKunia, HI501(c)3Scholarships$7,500
Hawaii Island United WayHilo, HI501(c)3Scholarships$4,500
Hawaii Employees Lifeline ProgramHonolulu, HI501(c)3Scholarships$1,500
T George Paris Ironworkers Scholarship--Scholarships$1,500
Onizuka Memorial CommitteeKailuakona, HI501(c)3Scholarships$1,200
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$35,000
Section 527 Activity Spending$35,000
Total Exempt Function Spending$35,000

Section 527 Organizations

OrganizationLocationAmount
11-1111111Alameda, CA$4,000
11-1111111Alameda, CA$4,000
11-1111111Alameda, CA$4,000
11-1111111Alameda, CA$4,000
11-1111111Alameda, CA$3,000
11-1111111Alameda, CA$2,000
11-1111111Alameda, CA$2,000
11-1111111Alameda, CA$2,000
11-1111111Alameda, CA$2,000
11-1111111Alameda, CA$2,000
11-1111111Alameda, CA$2,000
11-1111111Alameda, CA$2,000
11-1111111Alameda, CA$2,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization delegated control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to the contract administrator, zenith american solutions.”

Form 990, Part VI, Section A, Line 8B

“The fund does not have sub-committees that have the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is posted to the trustee website.”

Form 990, Part VI, Section B, Line 12C

“To monitor and enforce compliance with the conflict of interest policy the fund employs a senior vice president chief compliance officer.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents, conflict of interest policy, and financial statements are available to the public.”

Filing and Contact Details

Filer

Filer Name
Hawaii Operating Engineers Industry
EIN
99-0262008
Phone
5106718818
Address
1600 HARBOR BAY PKWY NO 200, ALAMEDA, CA 94502

Signing Officer

Name
Dan Reding
Title
Trustee
Phone
5106718818
Signed
2020-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Reding
Formed
1987
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
6
Volunteers
6

Preparer

Firm
Eide Bailly Llp
Address
3130 CROW CANYON PL STE 300, SAN RAMON, CA 94583-1386
Preparer
Theresa Montgomery CPA
Phone
9254804000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 2C:

“The board of trustees assumes responsibility for oversight of the audit of the plan's financial statements and selection of the independent auditor.”

Financial Statement Notes

PART X, LINE 2:

“The trust has adopted guidance on accounting for uncertainty in income taxes issued by the financial accounting standards board. The trust administrator believes that the trust has not taken uncertain tax positions that require adjustment to the financial statements as a tax liability. Informational tax returns, for tax years for which the applicable statutes of limitations have not expired, are subject to examination by authorities.”

Raw XML AppendixShowing 400 of 621 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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IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt075632
IRS990/OfficeExpensesGrp/TotalAmt021171
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0145147
IRS990/OtherExpensesGrp/Desc0POLITICAL CONTRIBUTIONS
IRS990/OtherExpensesGrp/Desc1MUTLI-PLAN SERVICE AGEN
IRS990/OtherExpensesGrp/Desc2MISCELLANOUS
IRS990/OtherExpensesGrp/TotalAmt035000
IRS990/OtherExpensesGrp/TotalAmt111641
IRS990/OtherExpensesGrp/TotalAmt21522
IRS990/OtherSalariesAndWagesGrp/TotalAmt0413528
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt054256
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0283639
IRS990/PoliticalCampaignActyInd01
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012231
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010126
IRS990/PrincipalOfficerNm0DAN REDING
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01972331
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01972331
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0109000
IRS990/PYOtherExpensesAmt0547364
IRS990/PYOtherRevenueAmt043394
IRS990/PYProgramServiceRevenueAmt01906500
IRS990/PYRevenuesLessExpensesAmt0416442
IRS990/PYSalariesCompEmpBnftPaidAmt01095088
IRS990/PYTotalExpensesAmt01642452
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02058894
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd00
IRS990/ReconcilationRevenueExpnssAmt0559092
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04552672
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt05224256
IRS990/SavingsAndTempCashInvstGrp/BOYAmt080980
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08901
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/Expended527ActivitiesAmt035000
IRS990ScheduleC/Form1120POLFiledInd01
IRS990ScheduleC/PoliticalExpendituresAmt035000
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0111111111
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN1111111111
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN2111111111
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN3111111111
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN4111111111
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN5111111111
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN6111111111
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN7111111111
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN8111111111
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN9111111111
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN10111111111
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN11111111111
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN12111111111
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0FRIENDS OF DONOVAN DELA CRUZ
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt1FRIENDS OF DRU MAMO KANUHA
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt2FRIENDS OF HENRY AQUINO
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt3FRIENDS OF KAIALII KAHELE
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt4FRIENDS OF KARL RHOADS
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt5FRIENDS OF LINDA ICHIYAMA
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt6FRIENDS OF LORRAINE R INOUYE
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt7FRIENDS OF RYAN YAMANE
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt8FRIENDS OF SCOTT SAIKI
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt9FRIENDS OF SHARON HAR
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt10FRIENDS OF STACELYNN ELI
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt11FRIENDS OF SYLVIA LUKE
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt12FRIENDS OF TY CULLEN
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt04000
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt14000
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt22000
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt34000
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt43000
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt52000
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt64000
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt72000
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt82000
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt92000
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt102000
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt112000
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt122000
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt01600 HARBOR BAY PARKWAY
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt11600 HARBOR BAY PARKWAY
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt21600 HARBOR BAY PARKWAY
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt31600 HARBOR BAY PARKWAY
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt41600 HARBOR BAY PARKWAY
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt51600 HARBOR BAY PARKWAY
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt61600 HARBOR BAY PARKWAY
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt71600 HARBOR BAY PARKWAY
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt81600 HARBOR BAY PARKWAY
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt91600 HARBOR BAY PARKWAY
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt101600 HARBOR BAY PARKWAY
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt111600 HARBOR BAY PARKWAY
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt121600 HARBOR BAY PARKWAY
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0ALAMEDA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm1ALAMEDA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm2ALAMEDA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm3ALAMEDA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm4ALAMEDA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm5ALAMEDA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm6ALAMEDA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm7ALAMEDA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm8ALAMEDA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm9ALAMEDA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm10ALAMEDA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm11ALAMEDA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm12ALAMEDA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd3CA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd4CA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd5CA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd6CA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd7CA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd8CA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd9CA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd10CA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd11CA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd12CA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd094502
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd194502
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd294502
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd394502
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd494502
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd594502
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd694502
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd794502
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd894502
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd994502
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd1094502
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd1194502
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd1294502
IRS990ScheduleC/TotalExemptFunctionExpendAmt035000
IRS990ScheduleD/EquipmentGrp/BookValueAmt0128307
IRS990ScheduleD/EquipmentGrp/DepreciationAmt051549
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0179856
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt010571
IRS990ScheduleD/ExpensesSubtotalAmt01578098
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt010571
IRS990ScheduleD/InvestmentExpensesNotIncldAmt010571
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0112492
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01047627
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EXCHANGE TRADED FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0112492
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt010571
IRS990ScheduleD/RevenueSubtotalAmt02137190
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS ADOPTED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE TRUST ADMINISTRATOR BELIEVES THAT THE TRUST HAS NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS AS A TAX LIABILITY. INFORMATIONAL TAX RETURNS, FOR TAX YEARS FOR WHICH THE APPLICABLE STATUTES OF LIMITATIONS HAVE NOT EXPIRED, ARE SUBJECT TO EXAMINATION BY AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0128307
IRS990ScheduleD/TotalBookValueSecuritiesAmt01047627
IRS990ScheduleD/TotalExpensesPerForm990Amt01588669
IRS990ScheduleD/TotalRevenuePerForm990Amt02147761
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02249682
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01578098
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01500
IRS990ScheduleI/RecipientTable/CashGrantAmt11200
IRS990ScheduleI/RecipientTable/CashGrantAmt24500
IRS990ScheduleI/RecipientTable/CashGrantAmt37500
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/CashGrantAmt51500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HAWAII EMPLOYEES LIFELINE PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ONIZUKA MEMORIAL COMMITTEE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2HAWAII ISLAND UNITED WAY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3HAWAII FARM BUREAU FEDERATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4OE SCHOLARSHIP FOUNDATION

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Filings

Displayed year

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

Open filing
Assets
$5,350,482
Liabilities
$126,226
Net assets
$5,224,256
Revenue
$2,147,761
Expenses
$1,588,669
Net income
$559,092
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.76$0.11$5.65$1.41$1.74$0.33
2023Summary only. Only limited summary data is available for this year.$6.00$0.12$5.88$1.29$1.66$0.37
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.09$0.09$6.00$1.98$1.84$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.58$0.10$6.48$2.13$1.47$0.66
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.09$0.14$5.95$2.00$1.30$0.70
2019Detailed filing. Detailed filing data is available for this year.$5.35$0.13$5.22$2.15$1.59$0.56
2018Summary only. Only limited summary data is available for this year.$4.71$0.16$4.55$2.06$1.64$0.42
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.43$0.14$4.29$2.10$1.51$0.59
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.73$0.10$3.63$1.66$1.34$0.32
2015Summary only. Only limited summary data is available for this year.$3.26$0.04$3.22$1.39$1.38$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.40$0.06$3.34$1.21$1.57$0.36
2013Summary only. Only limited summary data is available for this year.$3.71$0.04$3.67$1.20$1.27$0.08
2012Summary only. Only limited summary data is available for this year.$3.94$0.05$3.89$1.28$1.69$0.41
2011Summary only. Only limited summary data is available for this year.$4.17$0.04$4.14$1.25$1.20$0.05
2010Summary only. Only limited summary data is available for this year.$3.99$0.02$3.98$1.31$1.05$0.26
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)5 • $5M-$10M nonprofits