Liabilities / Assets
49th percentile
Higher debt load relative to assets than 49% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
49th percentile
Higher debt load relative to assets than 49% of similar nonprofits.
Liabilities / Revenue
62nd percentile
Higher debt load relative to revenue than 62% of similar nonprofits.
Net Margin
42nd percentile
Higher net margin than 42% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 12.0% of source-year revenue.
Asset Growth
30th percentile
Faster asset growth than 30% of similar nonprofits.
Revenue Growth
27th percentile
Faster revenue growth than 27% of similar nonprofits.
Assets
Flat$2,810,997
Flat from 2023
Net Assets
Flat$2,639,601
Flat from 2023
Liabilities
Flat$171,396
Flat from 2023
Revenue
Flat$997,536
Flat from 2023
Expenses
Flat$990,715
Flat from 2023
Net Income
Flat$6,821
Flat from 2023
Assist elderly and infirm with bookkeeping, bank reconciliations, daily money management and provide fiduciary services.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cash and Non-Interest-Bearing Accounts | $1,663,376 | $1,654,044 | ▼ $9,332 |
| Savings and Temporary Cash Investments | $576,017 | $621,271 | ▲ $45,254 |
| Accounts Receivable | $365,340 | $359,694 | ▼ $5,646 |
| Prepaid Expenses and Deferred Charges | $16,918 | $21,681 | ▲ $4,763 |
| Land, Buildings, and Equipment, Net | $30,491 | $20,249 | ▼ $10,242 |
| Total Assets | $2,861,885 | $2,810,997 | ▼ $50,888 |
| Other Assets Total | $209,743 | $134,058 | ▼ $75,685 |
| Liabilities | |||
| Other Liabilities | $202,591 | $127,047 | ▼ $75,544 |
| Accounts Payable and Accrued Expenses | $43,009 | $44,349 | ▲ $1,340 |
| Total Liabilities | $245,600 | $171,396 | ▼ $74,204 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $2,616,285 | $2,639,601 | ▲ $23,316 |
| Total Net Assets Fund Balance | $2,616,285 | $2,639,601 | ▲ $23,316 |
| Total Liabilities and Net Assets / Fund Balance | $2,861,885 | $2,810,997 | ▼ $50,888 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | $13,790 | $36,454 | - |
| Equipment | $6,459 | $34,221 | - |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Daniel Shelverton | Executive Di | FT | $119,867 | $119,867 |
| Name | Title |
|---|---|
| Wesley Hiyane | President |
| Edward Wong | Director |
| Craig Kugisaki | Secretary |
| Jennifer Okubo-polido | Treasurer |
| KEALI'I LOPEZ | Vice-preside |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $570,003 |
| Other Expenses | $420,712 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $200,478 | $141,693 | - | $342,171 |
| Fees for Services Accounting | $86,825 | $61,365 | - | $148,190 |
| Current Officers, Directors, Trustees, and Key Employees | $70,230 | $49,637 | - | $119,867 |
| Other Employee Benefits | $32,092 | $22,682 | - | $54,774 |
| Payroll Taxes | $28,244 | $19,962 | - | $48,206 |
| Office Expenses | $23,996 | $16,960 | - | $40,956 |
| Insurance | $17,327 | $12,246 | - | $29,573 |
| Depreciation Depletion | $7,087 | $5,009 | - | $12,096 |
| All Other Expenses | $7,855 | $4,116 | - | $11,971 |
| Other Expenses | $4,183 | $2,956 | - | $7,139 |
| Pension Plan Contributions | $2,921 | $2,064 | - | $4,985 |
| Fees for Services Legal | $1,770 | $1,251 | - | $3,021 |
| Total Functional Expenses | $600,547 | $390,168 | $0 | $990,715 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $990,715 |
| Total Expenses per Audited Statements | $990,715 |
| Total Expenses per Form 990 | $990,715 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Current Portion of Operating Lease | $74,090 |
| Client Trust Account | $52,957 |
“A draft copy of form 990 are presented to the entire board of directors for review, comment and approval prior to issuance.”
“No documents are available to the public”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 43009 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 44349 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 365340 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 359694 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | ASSIST ELDERLY AND INFIRM WITH BOOKKEEPING, BANK RECONCILIATIONS, DAILY MONEY MANAGEMENT AND PROVIDE FIDUCIARY SERVICES. |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 4116 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 7855 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 11971 |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | false |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | THE ORGANIZATION |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 8085380353 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1001 BISHOP ST ASB TOWER |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt | 0 | 2305 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | HONOLULU |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | HI |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 96813 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 1663376 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 1654044 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 49637 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 70230 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 119867 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | false |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 102606 |
| IRS990/CYOtherExpensesAmt | 0 | 420712 |
| IRS990/CYOtherRevenueAmt | 0 | 313 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 894617 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 6821 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 570003 |
| IRS990/CYTotalExpensesAmt | 0 | 990715 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 997536 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 5009 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 7087 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 12096 |
| IRS990/Desc | 0 | TO ASSIST ELDERLY AND INFIRM WITH MONEY MANAGEMENT AND OTHER SERVICES SUCH AS BANK RECONCILIATIONS, BILL PAYING, ASSET COLLECTION, FIDUCIARY SERVICES AND ACT AS LIAISON WITH CARE GIVERS, CASE MANAGERS AND FAMILY MEMBERS. |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 15 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 600547 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 61365 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 86825 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 148190 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 1251 |
| IRS990/FeesForServicesLegalGrp/ProgramServicesAmt | 0 | 1770 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 3021 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form1098CFiledInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form8899Filedind | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | DANIEL SHELVERTON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | WESLEY HIYANE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | KEALI'I LOPEZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | EDWARD WONG |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | CRAIG KUGISAKI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | JENNIFER OKUBO-POLIDO |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 119867 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | EXECUTIVE DI |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | VICE-PRESIDE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TREASURER |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1989 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 6 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 997536 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 6 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 12246 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 17327 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 29573 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 102606 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 102606 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/IRPDocumentCnt | 0 | 7 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 70675 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 30491 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 20249 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 90924 |
| IRS990/LegalDomicileStateCd | 0 | HI |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | ASSIST ELDERLY AND INFIRM WITH BOOKKEEPING, BANK RECONCILIATIONS, DAILY MONEY MANAGEMENT AND PROVIDE FIDUCIARY SERVICES. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 2616285 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 2639601 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 16495 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 2616285 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 2639601 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 16960 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 23996 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 40956 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 209743 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 134058 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 22682 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 32092 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 54774 |
| IRS990/OtherExpensesGrp/Desc | 0 | FACILITIES |
| IRS990/OtherExpensesGrp/Desc | 1 | BAD DEBT EXPENSE |
| IRS990/OtherExpensesGrp/Desc | 2 | MARKETING |
| IRS990/OtherExpensesGrp/Desc | 3 | MISCELLANEOUS |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 46712 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 3515 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 2956 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 66091 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 46475 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 4973 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 4183 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 112803 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 46475 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 8488 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 7139 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 202591 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 127047 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | OTHER |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 313 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 313 |
| IRS990/OtherRevenueTotalAmt | 0 | 313 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 141693 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 200478 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 342171 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 19962 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 28244 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 48206 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 2064 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 2921 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 4985 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 16918 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 21681 |
| IRS990/PrincipalOfficerNm | 0 | DANIEL SHELVERTON EXEC DIRECTOR |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | CLIENT FEES |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 894617 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 894617 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 188 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 47347 |
| IRS990/PYOtherExpensesAmt | 0 | 336840 |
| IRS990/PYOtherRevenueAmt | 0 | 253 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 1033429 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 159187 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 585190 |
| IRS990/PYTotalExpensesAmt | 0 | 922030 |
| IRS990/PYTotalRevenueAmt | 0 | 1081217 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 6821 |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RevenueAmt | 0 | 894617 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 576017 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 621271 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | 717 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | PART III, LINE 12 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 188 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 112959 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 29003 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 873 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 143023 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 102606 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 47347 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 76920 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 36091 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 47646 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 310610 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 894617 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 1033429 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 895198 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 880921 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 622728 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 4326893 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 102606 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 47347 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 76920 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 36091 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 47646 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 310610 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.06000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.05000 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt | 0 | 313 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 253 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 146 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 5 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 717 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.93490 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.94770 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 4469916 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 894617 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 1033617 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1008157 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 909924 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 623601 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 4469916 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 997536 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 1081217 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 1085223 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 946015 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 671252 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 4781243 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 6459 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 34221 |
| IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt | 0 | 40680 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 990715 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 16495 |
| IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt | 0 | 13790 |
| IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt | 0 | 36454 |
| IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt | 0 | 50244 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 74090 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 52957 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | CURRENT PORTION OF OPERATING LEASE |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | CLIENT TRUST ACCOUNT |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 16495 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 997536 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 20249 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 990715 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 127047 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 997536 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 1014031 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 990715 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | A DRAFT COPY OF FORM 990 ARE PRESENTED TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW, COMMENT AND APPROVAL PRIOR TO ISSUANCE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 2861885 |
| IRS990/TotalAssetsEOYAmt | 0 | 2810997 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 2861885 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 2810997 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 15 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 390168 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 600547 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 990715 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 245600 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 171396 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 245600 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 171396 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 2616285 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 2639601 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 600547 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 894617 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 119867 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 102606 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 894930 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 997536 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 2861885 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 2810997 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 6 |
| IRS990/VotingMembersIndependentCnt | 0 | 6 |
| IRS990/WebsiteAddressTxt | 0 | WWW.CSITRUSTCOMPANY.ORG |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2024-10-15 13:58:12Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DANIEL SHELVERTON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | EXECUTIVE DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8085380353 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-10-23 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CSI TRUST COMPANY |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CSIT |
| ReturnHeader/Filer/EIN | 0 | 990262794 |
| ReturnHeader/Filer/PhoneNum | 0 | 8085380353 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1001 BISHOP ST- ASB TOWER STE 2305 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | HONOLULU |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | HI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 96813 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 300999399 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CLIFFORD ISARA CPA LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1150 S KING ST STE 605 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | HONOLULU |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | HI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 96814 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8085971337 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2024-11-11 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CLIFFORD K ISARA |
| ReturnHeader/ReturnTs | 0 | 2024-11-12T01:12:09-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-12-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
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Displayed year
2023 • Form 990Detailed filing. Detailed filing data is available for this year.