Civic Intelligence

The Shaw (Us) Foundation

990PF • Fiscal year 2014 • EIN 99-0291105

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 06, 2015

C/O Kkdly 745 Fort Street Ste 2100Honolulu, HI 96813

(808) 521-3962

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

98th percentile

172%

Faster asset growth than 98% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

4th percentile

-64%

Faster revenue growth than 4% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$1,909,348

Up $1,206,953 (+172%) from 2013

Net Assets

$1,909,348

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $470,463 (-100%) from 2013

Revenue

Down

$1,717,208

Down $3,057,043 (-64%) from 2013

Expenses

Down

$39,792

Down $9,336,718 (-100%) from 2013

Net Income

Up

$1,677,416

Up $6,279,675 (+136%) from 2013

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $1,816,670Liabilities 2011: $746,3292011Assets 2012: $5,674,321Liabilities 2012: $840,1302012Assets 2013: $702,395Liabilities 2013: $470,4632013Assets 2014: $1,909,348Liabilities 2014: $0Net Assets 2014: $1,909,3482014Assets 2015: $1,754,435Liabilities 2015: $0Net Assets 2015: $1,754,4352015Assets 2016: $2,802,140Liabilities 2016: $0Net Assets 2016: $2,802,1402016Assets 2017: $4,321,550Liabilities 2017: $5,700Net Assets 2017: $4,315,8502017Assets 2019: $9,539,929Liabilities 2019: $5,887Net Assets 2019: $9,534,0422019Assets 2020: $8,196,476Liabilities 2020: $13,197Net Assets 2020: $8,183,2792020Assets 2021: $5,651,582Liabilities 2021: $0Net Assets 2021: $5,651,5822021Assets 2022: $5,314,843Liabilities 2022: $14,555Net Assets 2022: $5,300,2882022Assets 2023: $2,674,491Liabilities 2023: $531,093Net Assets 2023: $2,143,3982023Assets 2024: $22,636,079Liabilities 2024: $1,741,054Net Assets 2024: $20,895,0252024

Highlighted filing

2014

Assets$1,909,348
Liabilities$0
Net Assets$1,909,348

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2011: $1,454,101Expenses 2011: $3,251,285Net Income 2011: -$1,797,1842011Revenue 2012: $5,412,660Expenses 2012: $1,648,810Net Income 2012: $3,763,8502012Revenue 2013: $4,774,251Expenses 2013: $9,376,510Net Income 2013: -$4,602,2592013Revenue 2014: $1,717,208Expenses 2014: $39,792Net Income 2014: $1,677,4162014Revenue 2015: $516,107Expenses 2015: $671,020Net Income 2015: -$154,9132015Revenue 2016: $1,078,936Expenses 2016: $31,231Net Income 2016: $1,047,7052016Revenue 2017: $1,553,536Expenses 2017: $39,826Net Income 2017: $1,513,7102017Revenue 2019: $2,911,343Expenses 2019: $70,503Net Income 2019: $2,840,8402019Revenue 2020: $2,634,395Expenses 2020: $3,985,158Net Income 2020: -$1,350,7632020Revenue 2021: $2,645,108Expenses 2021: $5,176,805Net Income 2021: -$2,531,6972021Revenue 2022: $2,249,674Expenses 2022: $2,600,968Net Income 2022: -$351,2942022Revenue 2023: $2,514,571Expenses 2023: $5,671,461Net Income 2023: -$3,156,8902023Revenue 2024: $24,339,179Expenses 2024: $5,588,049Net Income 2024: $18,751,1302024

Highlighted filing

2014

Revenue$1,717,208
Expenses$39,792
Net Income$1,677,416
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 6, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MONA FONGDirector-$0--
CHOY MEAGEDirector-$0--
CHOY VENUSDirector-$0--
LI KIT YEE JENNYDirector-$0--
ROGER EPSTEINSecretary-$0--
JERRY RAJAKULENDRANTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Shaw (us) Foundation
EIN
99-0291105
Phone
8085213962
Address
C/O KKDLY 745 FORT STREET STE 2100, HONOLULU, HI 96813

Signing Officer

Name
Jeremiah Rajakulendran
Title
Treasurer
Phone
8085213962
Signed
2015-11-06
Discuss with paid preparer
No

Preparer

Firm
Kkdly LLC
Address
745 FORT ST STE 2100, HONOLULU, HI 96813
Preparer
Jon M Yasuda
Phone
8085213962
Raw XML Appendix372 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt052331046
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt030027788
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt022742386
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt022700019
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt032680564
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt029843
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.233420
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt029843
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt029843
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt029843
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd01
IRS990PF/StatementsRegardingActyGrp/ForeignCountryCd0HK
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0COLLIERS MONROE FRIEDLANDER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0220 S KING ST 1800
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HONOLULU
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0HI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd096813
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1HI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08085212611
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt029843
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02191963
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02162120
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06759958
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0147421
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02114166
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05105112
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt017518070
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02162120
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt015355950
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt014126657
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06759958
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0147421
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02114166
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05105112
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt029843
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt029482607
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt031644727
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01618
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1392
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt20
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INTEREST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1EXCISE TAX
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01388
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1-9949
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt21211284
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01388
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1-9949
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt21211284
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SECRETARIAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SUNDRY EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01379
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01379
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER DIVIDEND INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01711098
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01711098
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0470463
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO SHAW FOUND PROP CORP
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt034344
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt024395
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0JEREMIAH RAJAKULENDRAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08085213962
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SHAW (US) FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHAW
ReturnHeader/Filer/EIN0990291105
ReturnHeader/Filer/PhoneNum08085213962
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O KKDLY 745 FORT STREET STE 2100
ReturnHeader/Filer/USAddress/CityNm0HONOLULU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096813
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0990292355
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KKDLY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0745 FORT ST STE 2100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HONOLULU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096813
ReturnHeader/PreparerPersonGrp/PhoneNum08085213962
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JON M YASUDA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-11T13:25:27-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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