Civic Intelligence

Lahaina Rotary Youth Foundation

990EZ • Fiscal year 2015 • EIN 99-0285003

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 11, 2016

Organization ProfileN/A
181 Lahainaluna Rd Ste ALahaina, HI 96761

(808) 244-5531

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

5th percentile

-83%

Higher net margin than 5% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

29th percentile

-9.7%

Faster asset growth than 29% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

11th percentile

-45%

Faster revenue growth than 11% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$150,029

Down $16,039 (-9.7%) from 2014

Net Assets

Down

$150,029

Down $14,205 (-8.6%) from 2014

Liabilities

Down

$0

Down $1,834 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin5th percentile

Revenue

Down

$17,188

Down $14,102 (-45%) from 2014

Expenses

Up

$31,393

Up $203 (+0.7%) from 2014

Net Income

Down

-$14,205

Down $14,305 (-14305%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$300K$200K$100K$0Assets 2010: $163,888Net Assets 2010: $163,8882010Assets 2011: $162,089Liabilities 2011: $02011Assets 2012: $179,460Net Assets 2012: $179,4602012Assets 2013: $167,319Liabilities 2013: $0Net Assets 2013: $167,3192013Assets 2014: $166,068Liabilities 2014: $1,834Net Assets 2014: $164,2342014Assets 2015: $150,029Liabilities 2015: $0Net Assets 2015: $150,0292015Assets 2016: $142,514Liabilities 2016: $02016Assets 2017: $140,546Liabilities 2017: $02017Assets 2018: $126,724Liabilities 2018: $02018Assets 2022: $151,547Liabilities 2022: $0Net Assets 2022: $151,5472022Assets 2023: $145,663Net Assets 2023: $145,6632023Assets 2024: $221,716Net Assets 2024: $221,7162024

Highlighted filing

2015

Assets$150,029
Liabilities$0
Net Assets$150,029
Open 2015 Filing

Operations Trend

Revenue Growth11th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $21,329Expenses 2010: $29,281Net Income 2010: -$7,9522010Revenue 2011: $17,924Expenses 2011: $19,723Net Income 2011: -$1,7992011Revenue 2012: $50,563Expenses 2012: $31,810Net Income 2012: $18,7532012Revenue 2013: $52,853Expenses 2013: $66,538Net Income 2013: -$13,6852013Revenue 2014: $31,290Expenses 2014: $31,190Net Income 2014: $1002014Revenue 2015: $17,188Expenses 2015: $31,393Net Income 2015: -$14,2052015Revenue 2016: $21,177Expenses 2016: $28,692Net Income 2016: -$7,5152016Revenue 2017: $34,951Expenses 2017: $36,919Net Income 2017: -$1,9682017Revenue 2018: $19,816Expenses 2018: $33,638Net Income 2018: -$13,8222018Revenue 2022: $8,908Expenses 2022: $39,864Net Income 2022: -$30,9562022Revenue 2023: $79,468Expenses 2023: $78,671Net Income 2023: $7972023Revenue 2024: $117,756Expenses 2024: $49,140Net Income 2024: $68,6162024

Highlighted filing

2015

Revenue$17,188
Expenses$31,393
Net Income-$14,205
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 11, 2016
Return Version
2015v2.1
Gross Receipts
$26,429
Mission and Program Overview

Mission

Provide a scholarship award program

Program Services

DescriptionGrantsExpenses
AWARDING OF COLLEGE SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS.$18,950$29,363
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE PLUTAPresident/Se-$0--
ERIK VANKETELVice-Preside-$0--
FREDERICK NAVATreasurer-$0--
LEAH LAMBROSDirector-$0--
MARTI WUKELICDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$13,124$12,624$2,622$10,002
Concert Fundrai$7,900$7,900-$7,900
Total Events$21,024$20,524$9,241$11,283
Filing and Contact Details

Filer

Filer Name
Lahaina Rotary Youth Foundation
EIN
99-0285003
Phone
8082445531
Address
181 LAHAINALUNA RD STE A, LAHAINA, HI 96761

Signing Officer

Name
Frederick Nava
Title
Treasurer
Phone
8082983953
Signed
2016-11-11

Preparer

Firm
Kawahara Hu LLC
Address
840 ALUA STREET SUITE 203, WAILUKU, HI 96793-1482
Preparer
Robert S Kawahara
Phone
8082445531
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“18,950 0 0”

Form 990-ez, Part I, Line 16

“Expenses charitable donations 3,730 bank charges 470 miscellaneous 945 supplies 615 unrealized loss 6,605 total 12,365”

Form 990-ez, Part II, Line 24

“Investments 166,068 128,722 total 166,068 128,722”

Form 990-ez, Part II, Line 26

“OVERDRAFT 1,834 0”

Raw XML Appendix171 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0RICK NAVA
IRS990EZ/BooksInCareOfDetail/PhoneNum08082983953
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0727 WAINEE STREET 201
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAHAINA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0HI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd096761
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021307
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0507
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14205
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt078
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt018950
IRS990EZ/GrossReceiptsAmt026429
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05398
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0164234
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0150029
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0164234
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0150029
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOE PLUTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERIK VANKETEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FREDERICK NAVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LEAH LAMBROS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARTI WUKELIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0166068
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0128722
IRS990EZ/OtherExpensesTotalAmt012365
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE A SCHOLARSHIP AWARD PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AWARDING OF COLLEGE SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018950
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029363
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09241
IRS990EZ/SpecialEventsNetIncomeLossAmt011283
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0HI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01834
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031393
IRS990EZ/TotalProgramServiceExpensesAmt029363
IRS990EZ/TotalRevenueAmt017188
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 75,999
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0507
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt017453
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt012000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt041060
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05398
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01403
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05360
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05545
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt017708
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt015
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt047749
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt027750
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0500
IRS990ScheduleA/OtherIncome170Grp/TotalAmt075999
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.25020
IRS990ScheduleA/PublicSupportPY170Pct00.33440
IRS990ScheduleA/PublicSupportTotal170Amt041060
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0507
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt017453
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt012000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt041060
IRS990ScheduleA/TotalSupportAmt0164103
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt010283
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt019053
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt029336
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09241
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CONCERT FUNDRAI
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02500
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013124
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021024
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012624
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020524
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011283
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02622
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02622
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt04119
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04119
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt018,950 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CHARITABLE DONATIONS 3,730 BANK CHARGES 470 MISCELLANEOUS 945 SUPPLIES 615 UNREALIZED LOSS 6,605 TOTAL 12,365
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVESTMENTS 166,068 128,722 TOTAL 166,068 128,722
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OVERDRAFT 1,834 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FREDERICK NAVA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08082983953
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAHAINA ROTARY YOUTH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LAHA
ReturnHeader/Filer/EIN0990285003
ReturnHeader/Filer/PhoneNum08082445531
ReturnHeader/Filer/USAddress/AddressLine1Txt0181 LAHAINALUNA RD STE A
ReturnHeader/Filer/USAddress/CityNm0LAHAINA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096761
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271496241
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KAWAHARA HU LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0840 ALUA STREET SUITE 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAILUKU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0967931482
ReturnHeader/PreparerPersonGrp/PhoneNum08082445531
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT S KAWAHARA
ReturnHeader/ReturnTs02016-11-15T16:15:30-10:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$150,029
Liabilities
$0
Net assets
$150,029
Revenue
$17,188
Expenses
$31,393
Net income
-$14,205
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.22$2.22$1.18$0.49$0.69
2023Detailed filing. Detailed filing data is available for this year.$1.46$1.46$0.79$0.79$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.09$0.40$0.31
2018Summary only. Only limited summary data is available for this year.$1.27$0.00$0.20$0.34$0.14
2017Summary only. Only limited summary data is available for this year.$1.41$0.00$0.35$0.37$0.02
2016Summary only. Only limited summary data is available for this year.$1.43$0.00$0.21$0.29$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.17$0.31$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.66$0.02$1.64$0.31$0.31$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.53$0.67$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$1.79$0.51$0.32$0.19
2011Summary only. Only limited summary data is available for this year.$1.62$0.00$0.18$0.20$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$1.64$0.21$0.29$0.08