Civic Intelligence

Estates at Holualoa Community Assoc

EIN 99-0327952 • 501(c)4 • Holualoa, HI

Profile

Homeowners association to maintain common areas and privately held water supply.

77-6219 Kaumalumalu Drive Apt BHolualoa, HI 96725

n/A

Siviq Scores

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

Liabilities / Assets

71st percentile

0.04x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

0.10x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

78th percentile

15%

Faster asset growth than 78% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

69th percentile

12%

Faster revenue growth than 69% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$412,876

Up $98,049 (+31%) from 2022

Liabilities

Up

$15,000

Up $5,000 (+50%) from 2022

Net Assets

Up

$397,876

Up $93,049 (+31%) from 2022

Operations
Liabilities / Revenue79th percentileNet Margin78th percentile

Revenue

Up

$157,182

Up $30,977 (+25%) from 2022

Expenses

Up

$123,492

Up $498 (+0.4%) from 2022

Net Income

Up

$33,690

Up $30,479 (+949%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

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

$600K$400K$200K$0Assets 2015: $221,337Net Assets 2015: $221,3372015Assets 2017: $279,467Liabilities 2017: $23,000Net Assets 2017: $256,4672017Assets 2018: $276,435Liabilities 2018: $18,000Net Assets 2018: $258,4352018Assets 2019: $293,381Liabilities 2019: $20,000Net Assets 2019: $273,3812019Assets 2020: $278,542Liabilities 2020: $0Net Assets 2020: $278,5422020Assets 2021: $295,534Liabilities 2021: $588Net Assets 2021: $294,9462021Assets 2022: $314,827Liabilities 2022: $10,000Net Assets 2022: $304,8272022Assets 2024: $412,876Liabilities 2024: $15,000Net Assets 2024: $397,8762024

Highlighted filing

2024

Assets$412,876
Liabilities$15,000
Net Assets$397,876
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

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

$200K$150K$100K$50K$0Revenue 2015: $136,867Expenses 2015: $107,848Net Income 2015: $29,0192015Revenue 2017: $100,192Expenses 2017: $86,609Net Income 2017: $13,5832017Revenue 2018: $100,372Expenses 2018: $97,987Net Income 2018: $2,3852018Revenue 2019: $119,544Expenses 2019: $102,913Net Income 2019: $16,6312019Revenue 2020: $104,908Expenses 2020: $100,155Net Income 2020: $4,7532020Revenue 2021: $107,290Expenses 2021: $90,886Net Income 2021: $16,4042021Revenue 2022: $126,205Expenses 2022: $122,994Net Income 2022: $3,2112022Revenue 2024: $157,182Expenses 2024: $123,492Net Income 2024: $33,6902024

Highlighted filing

2024

Revenue$157,182
Expenses$123,492
Net Income$33,690
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$412,876
Liabilities
$15,000
Net assets
$397,876
Revenue
$157,182
Expenses
$123,492
Net income
$33,690
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.13$0.15$3.98$1.57$1.23$0.34
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.15$0.10$3.05$1.26$1.23$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.01$2.95$1.07$0.91$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$0.00$2.79$1.05$1.00$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.93$0.20$2.73$1.20$1.03$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.18$2.58$1.00$0.98$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$0.23$2.56$1.00$0.87$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.21$2.21$1.37$1.08$0.29
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 18, 2020
Return Version
2019v5.0
Gross Receipts
$119,544
Mission and Program Overview

Mission

HOME OWNERS ASSOCIATION

Homeowners association to maintain common areas and privately held water supply.

Program Services

DescriptionGrantsExpenses
HOMEOWNERS ASSOCIATION TO MAINTAIN COMMON AREAS AND PRIVATE WATER SUPPLY. BOARD MEETINGS HELD FOR DISCUSSION OF PERTINENT HOMEOWNER ISSUES AND MANAGEMENT OF HOA FINANCES.$102,913-
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN JUNGPresidentPT$0--
DAVID WISEMANVice President-$0--
SANDRA GREENWELLTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Estates at Holualoa Community Assoc
EIN
99-0327952
Phone
8083220850
Address
77-6219 KAUMALUMALU DRIVE APT B, HOLUALOA, HI 96725

Signing Officer

Name
Stephen Jung
Title
President
Signed
2020-02-18
Discuss with paid preparer
Yes

Preparer

Firm
Ginger Sandell CPA
Address
76-6225 KUAKINI HIGHWAY STE B102, KAILUA KONA, HI 96740
Preparer
Ginger Sandell CPA
Phone
8083297108
Supplemental Narrative

Additional Explanations

Other Revenue.1

“$1693”

Other Expenses.1002

“Office Expenses $157”

Other Expenses.1009

“Depreciation $8763”

Other Expenses.1012

“Insurance $2167”

Other Expenses.1

“WATER EXPENSES $44830”

Other Expenses.2

“LANDSCAPING $21102”

Other Expenses.3

“COQUI CONTROL $11532”

Other Expenses.4

“BOOKKEEPING $3869”

Other Expenses.5

“IRRIGATION $2453”

Other Expenses.6

“WEEDWHACKING $2308”

Other Expenses.7

“PIG CONTROL $2175”

Other Expenses.8

“TELEPHONE $1141”

Other Expenses.9

“PROFESSIONAL FEES $836”

Other Expenses.10

“Repairs & maintenance $684”

Other Expenses.11

“ELECTRIC $490”

Other Expenses.12

“TAXES $166”

Other Expenses.13

“POSTAGE $120”

Other Expenses.14

“FAX $60”

Other Expenses.15

“MEETING $46”

Other Expenses.16

“BANK CHARGES $10”

Other Expenses.17

“REGISTRATION FEES $4”

Other Assets.1

“AR - Beginning $1404 AR - Ending $7413”

Total Liabilities.1

“DESIGN DEPOSITS - Beginning $18000 DESIGN DEPOSITS - Ending $20000”

Raw XML Appendix153 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SANDRA GREENWELL
IRS990EZ/BooksInCareOfDetail/PhoneNum08089370186
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt077-6219 KAUMALUMALU APT B
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOLUALOA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0HI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd096725
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0202329
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0221503
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016631
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0276435
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0293381
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0119544
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01693
IRS990EZ/LandAndBuildingsGrp/BOYAmt072702
IRS990EZ/LandAndBuildingsGrp/EOYAmt064465
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0116158
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0258435
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0275074
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0258435
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0273381
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHEN JUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID WISEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SANDRA GREENWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01404
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07413
IRS990EZ/OtherChangesInNetAssetsAmt08
IRS990EZ/OtherExpensesTotalAmt0102913
IRS990EZ/OtherRevenueTotalAmt01693
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HOMEOWNERS ASSOCIATION TO MAINTAIN COMMON AREAS AND PRIVATELY HELD WATER SUPPLY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOMEOWNERS ASSOCIATION TO MAINTAIN COMMON AREAS AND PRIVATE WATER SUPPLY. BOARD MEETINGS HELD FOR DISCUSSION OF PERTINENT HOMEOWNER ISSUES AND MANAGEMENT OF HOA FINANCES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0102913
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt018000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt020000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0102913
IRS990EZ/TotalProgramServiceExpensesAmt0102913
IRS990EZ/TotalRevenueAmt0119544
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$1693
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $157
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $8763
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $2167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WATER EXPENSES $44830
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LANDSCAPING $21102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COQUI CONTROL $11532
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BOOKKEEPING $3869
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8IRRIGATION $2453
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9WEEDWHACKING $2308
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PIG CONTROL $2175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11TELEPHONE $1141
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PROFESSIONAL FEES $836
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13REPAIRS & MAINTENANCE $684
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14ELECTRIC $490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15TAXES $166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16POSTAGE $120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17FAX $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18MEETING $46
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19BANK CHARGES $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20REGISTRATION FEES $4
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21AR - Beginning $1404 AR - Ending $7413
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22DESIGN DEPOSITS - Beginning $18000 DESIGN DEPOSITS - Ending $20000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Total Liabilities.1
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN JUNG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ESTATES AT HOLUALOA COMMUNITY ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0ESTA
ReturnHeader/Filer/EIN0990327952
ReturnHeader/Filer/PhoneNum08083220850
ReturnHeader/Filer/USAddress/AddressLine1Txt077-6219 KAUMALUMALU DRIVE APT B
ReturnHeader/Filer/USAddress/CityNm0HOLUALOA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096725
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205593987
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GINGER SANDELL CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt076-6225 KUAKINI HIGHWAY STE B102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KAILUA KONA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096740
ReturnHeader/PreparerPersonGrp/PhoneNum08083297108
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ginger Sandell CPA
ReturnHeader/ReturnTs02020-02-18T16:37:50-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits