Civic Intelligence

Roy and Hilda Takeyama Foundation

990PF • Fiscal year 2019 • EIN 99-0342196

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

828 Fort Street Mall No 610Honolulu, HI 96813

(808) 526-2416

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

45th percentile

0.8%

Faster asset growth than 45% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

100th percentile

4966%

Faster revenue growth than 100% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$993,990

Up $8,278 (+0.8%) from 2018

Net Assets

Up

$993,990

Up $8,278 (+0.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$65,553

Up $64,259 (+4966%) from 2018

Expenses

Down

$57,275

Down $13,355 (-19%) from 2018

Net Income

Up

$8,278

Up $77,614 (+112%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $873,198Liabilities 2010: $0Net Assets 2010: $873,1982010Assets 2011: $853,333Liabilities 2011: $0Net Assets 2011: $853,3332011Assets 2012: $964,180Liabilities 2012: $02012Assets 2013: $1,019,822Liabilities 2013: $02013Assets 2014: $1,004,366Liabilities 2014: $0Net Assets 2014: $1,004,3662014Assets 2015: $1,106,783Liabilities 2015: $0Net Assets 2015: $1,106,7832015Assets 2016: $1,046,182Liabilities 2016: $0Net Assets 2016: $1,046,1822016Assets 2017: $1,055,048Liabilities 2017: $0Net Assets 2017: $1,055,0482017Assets 2018: $985,712Liabilities 2018: $0Net Assets 2018: $985,7122018Assets 2019: $993,990Liabilities 2019: $0Net Assets 2019: $993,9902019Assets 2020: $1,008,611Liabilities 2020: $0Net Assets 2020: $1,008,6112020Assets 2021: $1,062,558Liabilities 2021: $0Net Assets 2021: $1,062,5582021Assets 2022: $1,059,154Liabilities 2022: $0Net Assets 2022: $1,059,1542022Assets 2023: $1,027,371Liabilities 2023: $0Net Assets 2023: $1,027,3712023Assets 2024: $998,921Liabilities 2024: $0Net Assets 2024: $998,9212024

Highlighted filing

2019

Assets$993,990
Liabilities$0
Net Assets$993,990

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $33,6212010Expenses 2011: $47,4432011Revenue 2012: $156,890Expenses 2012: $46,043Net Income 2012: $110,8472012Revenue 2013: $122,482Expenses 2013: $66,840Net Income 2013: $55,6422013Revenue 2014: $43,894Expenses 2014: $59,350Net Income 2014: -$15,4562014Revenue 2015: $162,608Expenses 2015: $60,191Net Income 2015: $102,4172015Revenue 2016: -$2,332Expenses 2016: $58,269Net Income 2016: -$60,6012016Revenue 2017: $63,119Expenses 2017: $54,253Net Income 2017: $8,8662017Revenue 2018: $1,294Expenses 2018: $70,630Net Income 2018: -$69,3362018Revenue 2019: $65,553Expenses 2019: $57,275Net Income 2019: $8,2782019Revenue 2020: $63,901Expenses 2020: $49,280Net Income 2020: $14,6212020Revenue 2021: $111,210Expenses 2021: $57,263Net Income 2021: $53,9472021Revenue 2022: $59,640Expenses 2022: $63,044Net Income 2022: -$3,4042022Revenue 2023: $30,716Expenses 2023: $62,499Net Income 2023: -$31,7832023Revenue 2024: $31,130Expenses 2024: $59,580Net Income 2024: -$28,4502024

Highlighted filing

2019

Revenue$65,553
Expenses$57,275
Net Income$8,278
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAN N SULLIVANPresident/Secretary/Direct-$0--
DAVID Y TAKEYAMAV.P./Treasurer/Director-$0--
PAMELA URASAKIDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF HAWAII FOUNDATIONASSIST WITH EDUCATIONAL PROGRAMSPUBLIC CHARITYHONOLULU, HI, US$50,000
Paid GrantHARRIS UNITED METHODIST CHURCHSUPPORT RELIGIOUS ACTIVITIESPUBLIC CHARITYHONOLULU, HI, US$5,000
Filing and Contact Details

Filer

Filer Name
Roy and Hilda Takeyama Foundation
EIN
99-0342196
Phone
8085262416
Address
828 FORT STREET MALL NO 610, HONOLULU, HI 96813

Signing Officer

Name
Jan N Sullivan
Title
President
Phone
8085262416
Signed
2020-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Haskell & White Llp
Address
300 SPECTRUM CENTER DR STE 300, IRVINE, CA 92618
Preparer
TOM O'ROURKE
Phone
9494506200
Raw XML Appendix355 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/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JAN SULLIVAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0828 FORT STREET MALL STE 610
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HONOLULU
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0HI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd096813
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0HI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08085262416
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt055000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0REQUESTS SHOULD BE IN WRITING AND DESCRIBE THE ORGANIZATION'S EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JAN SULLIVAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08085262416
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0828 FORT STREET MALL STE 610
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0HONOLULU
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0HI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd096813
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT RELIGIOUS ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ASSIST WITH EDUCATIONAL PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HARRIS UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF HAWAII FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt020 SOUTH VINEYARD BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12444 DOLE STREET 101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HONOLULU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HONOLULU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd096817
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd196822
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt055000
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/AppliedToCurrentYearAmt010893
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt044107
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt054565
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt055000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt043672
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt044107
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt091
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt091
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt091
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSE/FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt031
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt031
TaxesSchedule/TaxesDetail/Amt040
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt040
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN N SULLIVAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08085262416
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROY AND HILDA TAKEYAMA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROYA
ReturnHeader/Filer/EIN0990342196
ReturnHeader/Filer/PhoneNum08085262416
ReturnHeader/Filer/USAddress/AddressLine1Txt0828 FORT STREET MALL NO 610
ReturnHeader/Filer/USAddress/CityNm0HONOLULU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096813
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId058D7B12BCF73A53077CD0B6A604665732B2F0248
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03F1CA963C5A7C86EA094211F2901ED90028F242A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.73.111.5
ReturnHeader/FilingSecurityInformation/IPDt02020-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm018:33:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330310569
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HASKELL & WHITE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 SPECTRUM CENTER DR STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092618
ReturnHeader/PreparerPersonGrp/PhoneNum09494506200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TOM O'ROURKE
ReturnHeader/ReturnTs02020-11-15T20:22:07-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.03$0.06$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.03$0.06$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.06$0.06$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.11$0.06$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.06$0.05$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.07$0.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.00$0.07$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.06$0.05$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.00$0.06$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.16$0.06$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.04$0.06$0.02
2013Summary only. Only limited summary data is available for this year.$1.02$0.00$0.12$0.07$0.06
2012Summary only. Only limited summary data is available for this year.$0.96$0.00$0.16$0.05$0.11
2011Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.05
2010Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.03
Peer Organizations

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