Civic Intelligence

Windward Rotary Education Foundation

990 • Fiscal year 2014 • EIN 99-0304856

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 03, 2014

Organization ProfileN/A
Post Office Box 12296734

(808) 782-3200

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

92nd percentile

51%

Higher net margin than 92% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

53rd percentile

3.7%

Faster asset growth than 53% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$259,536

Up $9,326 (+3.7%) from 2013

Net Assets

Up

$259,536

Up $9,326 (+3.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin92nd percentile

Revenue

$18,290

No earlier filing loaded for comparison.

Expenses

Down

$8,964

Down $2,049 (-19%) from 2013

Net Income

$9,326

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$400K$300K$200K$100K$0Assets 2010: $193,447Liabilities 2010: $0Net Assets 2010: $193,4472010Assets 2011: $235,064Liabilities 2011: $0Net Assets 2011: $235,0642011Assets 2012: $240,944Liabilities 2012: $0Net Assets 2012: $240,9442012Assets 2013: $250,210Liabilities 2013: $0Net Assets 2013: $250,2102013Assets 2014: $259,536Liabilities 2014: $0Net Assets 2014: $259,5362014Assets 2015: $268,873Liabilities 2015: $0Net Assets 2015: $268,8732015Assets 2016: $286,373Liabilities 2016: $0Net Assets 2016: $286,3732016Assets 2017: $295,145Liabilities 2017: $0Net Assets 2017: $295,1452017Assets 2018: $345,362Liabilities 2018: $0Net Assets 2018: $345,3622018Assets 2019: $329,663Liabilities 2019: $0Net Assets 2019: $329,6632019Assets 2020: $313,611Liabilities 2020: $0Net Assets 2020: $313,6112020Assets 2021: $333,041Liabilities 2021: $0Net Assets 2021: $333,0412021Assets 2022: $325,696Liabilities 2022: $0Net Assets 2022: $325,6962022Assets 2023: $311,670Liabilities 2023: $0Net Assets 2023: $311,6702023Assets 2024: $323,157Liabilities 2024: $0Net Assets 2024: $323,1572024

Highlighted filing

2014

Assets$259,536
Liabilities$0
Net Assets$259,536
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2010: $9,7692010Expenses 2011: $7,5442011Expenses 2012: $8,7292012Expenses 2013: $11,0132013Revenue 2014: $18,290Expenses 2014: $8,964Net Income 2014: $9,3262014Revenue 2015: $21,629Expenses 2015: $12,292Net Income 2015: $9,3372015Revenue 2016: $30,577Expenses 2016: $13,625Net Income 2016: $16,9522016Revenue 2017: $23,426Expenses 2017: $14,255Net Income 2017: $9,1712017Revenue 2018: $64,449Expenses 2018: $14,232Net Income 2018: $50,2172018Revenue 2019: $1,784Expenses 2019: $17,483Net Income 2019: -$15,6992019Revenue 2020: $3,533Expenses 2020: $19,585Net Income 2020: -$16,0522020Revenue 2021: $41,102Expenses 2021: $21,672Net Income 2021: $19,4302021Revenue 2022: $13,499Expenses 2022: $20,844Net Income 2022: -$7,3452022Revenue 2023: $10,248Expenses 2023: $24,274Net Income 2023: -$14,0262023Revenue 2024: $35,975Expenses 2024: $24,488Net Income 2024: $11,4872024

Highlighted filing

2014

Revenue$18,290
Expenses$8,964
Net Income$9,326
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 3, 2014
Return Version
2013v3.1
Gross Receipts
$18,290
Mission and Program Overview

Mission

To Grant Scholarship Funds

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$250,210$259,536▲ $9,326
Investments in Publicly Traded Securities$227,372$241,589▲ $14,217
Savings and Temporary Cash Investments$18,412$16,192▼ $2,220
Cash and Non-Interest-Bearing Accounts$4,426$1,755▼ $2,671
Total Assets$250,210$259,536▲ $9,326
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$250,210$259,536▲ $9,326
Total Liabilities and Net Assets / Fund Balance$250,210$259,536▲ $9,326

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$250,210$4,070▲ $14,220-$259,536
2012$240,944$6,259▲ $14,020-$250,210
2011$235,064$4,623▲ $9,986-$240,944
2010$193,447$43,789▲ $5,372-$235,064
2009$185,879$6,150▲ $11,186$-1$193,447
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Stanley KanetakePresident/Director/Trustee
Dudley FosterVice President/Director/Trustee
Michael HollandDirector/Trustee
Scott CoffmanDirector/Trustee
Ersel KilburnSecretary/Director/Trustee
Steven ComesTreasurer/Director/Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$4,070
Program Service Revenue
$0
Investment Income
$14,220
Other Revenue
$0
All Other Contributions
$544
Change in Net Assets
$9,326
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,740
Other Expenses$2,224
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$6,740--$6,740
Fees for Service Investment Mgmnt Fees$0$2,224$0$2,224
Total Functional Expenses$6,740$2,224$0$8,964
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
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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
No
Filing and Contact Details

Filer

EIN
99-0304856
Phone
8087823200

Signing Officer

Name
Steven Comes
Title
Treasurer
Phone
8087823200
Signed
2014-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Comes
Formed
1993
Legal Domicile
Hi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
32

Preparer

Preparer
Michael Holland
Phone
8082352420
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“members”

Pt VI, Line 7A

“The current sitting President of the Rotary Club of Windward Oahu”

Pt VI, Line 7A

“APPOINTS each member/trustee/director for a 3 year term.”

Pt VI, Line 11B

“This Return was reviewed individually by each member of the”

Pt VI, Line 11B

“Board of Directors at the Board Meeting scheduled and held”

Pt VI, Line 11B

“Monday, November 3, 2014”

Pt VI, Line 19

“Upon request”

Financial Statement Notes

Pt V Line 4

“The intended use of the organization's endowment fund is to provide scholarships to resident students graduating from High Schools in the Windward Oahu Rotary District.”

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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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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.93080
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The intended use of the organization's endowment fund is to provide scholarships to resident students graduating from High Schools in the Windward Oahu Rotary District.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V Line 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.06230
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt06740
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0College Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt03
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Chairman of the Scholarship Committee receives a report from each school
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1attended by the scholarship recipient, attesting to their academic standing each
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt2academic semester. Chairman then instructs the WREF Treasurer in writing to
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt3release the funds, directed to the "Office of Financial Aid" with notation
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt4"for the benefit of" followed by the student's name.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt I Line 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The current sitting President of the Rotary Club of Windward Oahu
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2APPOINTS each member/trustee/director for a 3 year term.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3This Return was reviewed individually by each member of the
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Board of Directors at the Board Meeting scheduled and held
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Monday, November 3, 2014
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10Rotary Intern'l
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10Rotary Club of Windward Oahu
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0996009024
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (c)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CIVIC CLUB
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10Post Office Box 122
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0Kailua
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode096734
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0316
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt13210
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0actual
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1actual
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10Rotary Club of Windward Oahu - gifting
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine11Rotary Club of Windward Oahu - fundraising
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt01c
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt11m
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0250210
IRS990/TotalAssetsEOYAmt0259536
IRS990/TotalAssetsGrp/BOYAmt0250210
IRS990/TotalAssetsGrp/EOYAmt0259536
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt04070
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02224
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt06740
IRS990/TotalFunctionalExpensesGrp/TotalAmt08964
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0250210
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0259536
IRS990/TotalProgramServiceExpensesAmt06740
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014220
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt018290
IRS990/TotalVolunteersCnt032
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0250210
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0259536
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1095-1027 Kuauli St Apt 96
IRS990/USAddress/City0Mililani
IRS990/USAddress/State0HI
IRS990/USAddress/ZIPCode096789
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN COMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08087823200
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine10Windward Rotary Endowment Fund
ReturnHeader/Filer/BusinessNameControlTxt0WIND
ReturnHeader/Filer/EIN0990304856
ReturnHeader/Filer/PhoneNum08087823200
ReturnHeader/Filer/USAddress/AddressLine10Post Office Box 122
ReturnHeader/Filer/USAddress/City0Kailua
ReturnHeader/Filer/USAddress/State0HI
ReturnHeader/Filer/USAddress/ZIPCode096734
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Holland Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1045-209 Puali Koa Place
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Kaneohe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0967442243
ReturnHeader/PreparerPersonGrp/PhoneNum08082352420
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL HOLLAND
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-08T19:26:06-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$259,536
Liabilities
$0
Net assets
$259,536
Revenue
$18,290
Expenses
$8,964
Net income
$9,326
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.23$0.00$3.23$0.36$0.24$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.00$3.12$0.10$0.24$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.00$3.26$0.13$0.21$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.33$0.00$3.33$0.41$0.22$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.00$3.14$0.04$0.20$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.30$0.00$3.30$0.02$0.17$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.45$0.00$3.45$0.64$0.14$0.50
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.00$2.95$0.23$0.14$0.09
2016Summary only. Only limited summary data is available for this year.$2.86$0.00$2.86$0.31$0.14$0.17
2015Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.22$0.12$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.18$0.09$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.50$0.00$2.50$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.41$0.00$2.41$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.00$2.35$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.00$1.93$0.10
Peer Organizations

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