Civic Intelligence

Metropolitan Honolulu Rotary Foundation

EIN 99-0310822 • 501(c)3 • Honolulu, HI

Pub. 78 Eligible990-N Coverage

Profile

To provide scholarships and other learning experiences for youth; to educate youth and support programs for youth about healthy and responsible lifestyles; to educate individuals about all vocations available, to support programs concerned with the welfare of human beings of all kinds throughout the whole span of life and to support those in need; to support programs concerned with improving the honolulu community as a place to live, including environmental matters; and to support programs of an international scope consistent with the purposes above.

PO Box 4684Honolulu, HI 96812

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

6th percentile

-214%

Higher net margin than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

34th percentile

-15%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

45th percentile

-5.1%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$105,018

Down $18,279 (-15%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Down

$105,018

Down $18,279 (-15%) from 2016

Operations
Liabilities / Revenue61st percentileNet Margin6th percentile

Revenue

Down

$8,547

Down $462 (-5.1%) from 2016

Expenses

Down

$26,826

Down $21,603 (-45%) from 2016

Net Income

Up

-$18,279

Up $21,141 (+54%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2015: $162,717Liabilities 2015: $0Net Assets 2015: $162,7172015Assets 2016: $123,297Liabilities 2016: $0Net Assets 2016: $123,2972016Assets 2017: $105,018Liabilities 2017: $0Net Assets 2017: $105,0182017

Highlighted filing

2017

Assets$105,018
Liabilities$0
Net Assets$105,018
Open 2017 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$50K$0-$50KRevenue 2015: $43,041Expenses 2015: $43,843Net Income 2015: -$8022015Revenue 2016: $9,009Expenses 2016: $48,429Net Income 2016: -$39,4202016Revenue 2017: $8,547Expenses 2017: $26,826Net Income 2017: -$18,2792017

Highlighted filing

2017

Revenue$8,547
Expenses$26,826
Net Income-$18,279
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$105,018
Liabilities
$0
Net assets
$105,018
Revenue
$8,547
Expenses
$26,826
Net income
-$18,279
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.09$0.27$0.18
2016Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.09$0.48$0.39
2015Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.43$0.44$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 1, 2018
Return Version
2016v3.0
Gross Receipts
$8,547
Mission and Program Overview

Mission

To provide scholarships and other learning experiences for youth; to educate youth and support programs for youth about healthy and responsible lifestyles; to educate individuals about all vocations available, to support programs concerned with the welfare of human beings of all kinds throughout the whole span of life and to support those in need; to support programs concerned with improving the honolulu community as a place to live, including environmental matters; and to support programs of an international scope consistent with the purposes above.

Program Services

DescriptionGrantsExpenses
DIAMOND IN THE ROUGH SCHOLARSHIP PROGRAM-FOUR $5,000 SCHOLARSHIPS ARE AWARDED TO STUDENTS WITH LOW HIGH SCHOOL CUMULATIVE GRADE POINT AVERAGES, BUT RECOMMENDED BY COUNSELOR AS HAVING POTENTIAL AND MOTIVATION TO SUCCEED IN COLLEGE. FINANCIAL NEED IS REQUIRED. THESE STUDENTS ARE OFTEN THE FIRST IN THE FAMILY TO ATTEND COLLEGE. THIS PROGRAM HAS PAID SCHOLARSHIPS TO 9 COLLEGE STUDENTS IN THE CURRENT FISCAL YEAR.$0$15,603
CLUB AVENUE OF SERVICE PROGRAM-DONATIONS TO SUPPORT VARIOUS COMMUNITY OUTREACH PROJECTS. IN THE CURRENT FISCAL YEAR, DONATIONS WERE MADE TO OUR LADY OF KEAAU, HAWAII FOODBANK, KALIHI ELEMENTARY SCHOOL, MARIMED FOUNDATION, HAWAII ROTARY YOUTH FOUNDATION, AND CHILD AND FAMILY SERVICES.$0$7,746
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE MANSFIELDPresident-$0--
ROZ COOPERVice President-$0--
GLORIA CHANGSecretary-$0--
DANIEL KIMTreasurer-$0--
DANIEL COLINDirector-$0--
THOMAS ANUSEWICZDirector-$0--
TINA YAPDirector-$0--
ROBERT A PETERSONDirector-$0--
GLORIA AFFIGNEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Metropolitan Honolulu Rotary Foundation
EIN
99-0310822
Phone
8088320144
Address
PO BOX 4684, HONOLULU, HI 96812

Signing Officer

Name
Gloria Chang
Title
Secretary
Phone
8088320144
Signed
2018-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Hee & Ching Cpas LLC
Address
201 MERCHANT STREET STE 1830, HONOLULU, HI 96813-2977
Preparer
Lester J Hee CPA
Phone
8085327322
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 295.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: general excise tax refund. Amount: 223.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank charges. Amount: 178. Description: miscellaneous. Amount: 519. Total to form 990-ez, line 16: 697.”

Raw XML Appendix190 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 295.
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/ReturnTs02018-05-01T18:36:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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