Civic Intelligence

Marian C & Walter G Chuck Foundation

990PF • Fiscal year 2020 • EIN 99-0331596

Jan 01, 2020 to Dec 31, 2020 • Filed on May 07, 2021

Organization Profile
1001 Bishop Street Suite 2450Honolulu, HI 96813

(808) 536-5617

Siviq Scores

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

Liabilities / Assets

74th percentile

0.05x

Higher debt load relative to assets than 74% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

86th percentile

0.24x

Higher debt load relative to revenue than 86% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

91st percentile

62%

Higher net margin than 91% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

72nd percentile

20%

Faster asset growth than 72% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

97th percentile

244%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$83,452

Up $13,858 (+20%) from 2019

Net Assets

Up

$79,585

Up $9,991 (+14%) from 2019

Liabilities

Up

$3,867

Up $3,867 from 2019

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin91st percentile

Revenue

Up

$16,121

Up $11,437 (+244%) from 2019

Expenses

Up

$6,130

Up $9 (+0.1%) from 2019

Net Income

Up

$9,991

Up $11,428 (+795%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$150K$100K$50K$0Assets 2011: $131,273Liabilities 2011: $02011Assets 2012: $118,591Liabilities 2012: $02012Assets 2013: $110,039Liabilities 2013: $0Net Assets 2013: $110,0392013Assets 2014: $103,280Liabilities 2014: $0Net Assets 2014: $103,2802014Assets 2015: $97,176Liabilities 2015: $02015Assets 2016: $85,108Liabilities 2016: $0Net Assets 2016: $85,1082016Assets 2017: $77,575Liabilities 2017: $0Net Assets 2017: $77,5752017Assets 2018: $71,031Liabilities 2018: $0Net Assets 2018: $71,0312018Assets 2019: $69,594Liabilities 2019: $0Net Assets 2019: $69,5942019Assets 2020: $83,452Liabilities 2020: $3,867Net Assets 2020: $79,5852020Assets 2021: $81,988Liabilities 2021: $4,084Net Assets 2021: $77,9042021Assets 2022: $67,547Liabilities 2022: $2,930Net Assets 2022: $64,6172022Assets 2023: $59,707Liabilities 2023: $3,153Net Assets 2023: $56,5542023Assets 2024: $52,974Liabilities 2024: $3,160Net Assets 2024: $49,8142024

Highlighted filing

2020

Assets$83,452
Liabilities$3,867
Net Assets$79,585
Open 2020 Filing

Operations Trend

Revenue Growth97th percentile

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

$20K$10K$0-$10K-$20KRevenue 2011: $5,846Expenses 2011: $6,305Net Income 2011: -$4592011Revenue 2012: -$2,444Expenses 2012: $10,238Net Income 2012: -$12,6822012Revenue 2013: $1,972Expenses 2013: $10,524Net Income 2013: -$8,5522013Revenue 2014: $3,716Expenses 2014: $10,475Net Income 2014: -$6,7592014Revenue 2015: $4,115Expenses 2015: $10,219Net Income 2015: -$6,1042015Revenue 2016: -$1,574Expenses 2016: $10,494Net Income 2016: -$12,0682016Revenue 2017: $3,899Expenses 2017: $11,432Net Income 2017: -$7,5332017Revenue 2018: $4,699Expenses 2018: $11,243Net Income 2018: -$6,5442018Revenue 2019: $4,684Expenses 2019: $6,121Net Income 2019: -$1,4372019Revenue 2020: $16,121Expenses 2020: $6,130Net Income 2020: $9,9912020Revenue 2021: $4,705Expenses 2021: $6,386Net Income 2021: -$1,6812021Revenue 2022: -$2,249Expenses 2022: $11,038Net Income 2022: -$13,2872022Revenue 2023: $2,877Expenses 2023: $10,940Net Income 2023: -$8,0632023Revenue 2024: $4,128Expenses 2024: $10,868Net Income 2024: -$6,7402024

Highlighted filing

2020

Revenue$16,121
Expenses$6,130
Net Income$9,991
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 7, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIAN C CHUCKPres-$0--
W GREGORY CHUCKVice Pres-$0--
MEREDITH CHUCK CHINGSec-$0--
JAMIE A CHUCK MACLARENTreas-$0--
Filing and Contact Details

Filer

Filer Name
Marian C & Walter G Chuck
EIN
99-0331596
Phone
8085365617
Address
1001 BISHOP STREET SUITE 2450, HONOLULU, HI 96813

Signing Officer

Name
Marian C Chuck
Title
Pres
Phone
8085365617
Signed
2021-05-07

Preparer

Firm
Robert Hy Leong & Company
Address
1164 BISHOP ST STE 530, HONOLULU, HI 96813
Preparer
Darryl T Komo
Phone
8085231621
Raw XML Appendix306 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1W GREGORY CHUCK
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROBERT HY LEONG COMPANY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01164 BISHOP STREET SUITE 530
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HONOLULU
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0HI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd096813
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0HI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08085231621
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0KAPIOLANI HEALTH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt055 MERCHANT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HONOLULU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd096813
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04177
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04177
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0839
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05189
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05266
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04645
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04645
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt017319
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0823
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0839
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05202
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05189
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05266
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0823
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt021964
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt021141
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01022
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01022
TaxesSchedule/TaxesDetail/Amt071
TaxesSchedule/TaxesDetail/Amt137
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt071
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt137
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIAN C CHUCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES
ReturnHeader/BusinessOfficerGrp/PhoneNum08085365617
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARIAN C & WALTER G CHUCK
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0990331596
ReturnHeader/Filer/PhoneNum08085365617
ReturnHeader/Filer/USAddress/AddressLine1Txt01001 BISHOP STREET SUITE 2450
ReturnHeader/Filer/USAddress/CityNm0HONOLULU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096813
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0990183523
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT HY LEONG & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01164 BISHOP ST STE 530
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HONOLULU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096813
ReturnHeader/PreparerPersonGrp/PhoneNum08085231621
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARRYL T KOMO
ReturnHeader/ReturnTs02021-05-14T20:25:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARIAN C
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHUCK
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,452
Liabilities
$3,867
Net assets
$79,585
Revenue
$16,121
Expenses
$6,130
Net income
$9,991
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.53$0.03$0.50$0.04$0.11$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.60$0.03$0.57$0.03$0.11$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.68$0.03$0.65$0.02$0.11$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.82$0.04$0.78$0.05$0.06$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.04$0.80$0.16$0.06$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.05$0.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.05$0.11$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.04$0.11$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.02$0.10$0.12
2015Summary only. Only limited summary data is available for this year.$0.97$0.00$0.04$0.10$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.04$0.10$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.02$0.11$0.09
2012Summary only. Only limited summary data is available for this year.$1.19$0.00$0.02$0.10$0.13
2011Summary only. Only limited summary data is available for this year.$1.31$0.00$0.06$0.06$0.00