Civic Intelligence

Poipu Beach Foundation Inc

990EZ • Fiscal year 2018 • EIN 99-0350383

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 19, 2019

Organization ProfileN/A
PO Box 730Koloa, HI 96756

(808) 265-2096

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

69th percentile

17%

Faster asset growth than 69% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$156,543

Up $22,231 (+17%) from 2017

Net Assets

$156,543

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin77th percentile

Revenue

Up

$97,825

Up $10,487 (+12%) from 2017

Expenses

Up

$76,797

Up $24,978 (+48%) from 2017

Net Income

Down

$21,028

Down $14,491 (-41%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$200K$150K$100K$50K$0Assets 2011: $68,273Liabilities 2011: $02011Assets 2012: $84,939Liabilities 2012: $02012Assets 2013: $103,733Liabilities 2013: $02013Assets 2017: $134,312Liabilities 2017: $02017Assets 2018: $156,543Net Assets 2018: $156,5432018Assets 2019: $138,486Net Assets 2019: $138,4862019Assets 2020: $65,655Net Assets 2020: $65,6552020Assets 2023: $85,683Liabilities 2023: $1,257Net Assets 2023: $84,4262023Assets 2024: $46,300Net Assets 2024: $46,3002024

Highlighted filing

2018

Assets$156,543
Liabilities-
Net Assets$156,543
Open 2018 Filing

Operations Trend

Revenue Growth65th percentile

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

$200K$100K$0-$100KRevenue 2011: $44,280Expenses 2011: $62,651Net Income 2011: -$18,3712011Revenue 2012: $52,476Expenses 2012: $37,099Net Income 2012: $15,3772012Revenue 2013: $62,045Expenses 2013: $46,534Net Income 2013: $15,5112013Revenue 2017: $87,338Expenses 2017: $51,819Net Income 2017: $35,5192017Revenue 2018: $97,825Expenses 2018: $76,797Net Income 2018: $21,0282018Revenue 2019: $92,465Expenses 2019: $109,754Net Income 2019: -$17,2892019Revenue 2020: $34,429Expenses 2020: $106,920Net Income 2020: -$72,4912020Revenue 2023: $142,433Expenses 2023: $112,316Net Income 2023: $30,1172023Revenue 2024: $15,244Expenses 2024: $52,986Net Income 2024: -$37,7422024

Highlighted filing

2018

Revenue$97,825
Expenses$76,797
Net Income$21,028
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 19, 2019
Return Version
2018v3.1
Gross Receipts
$97,825
Mission and Program Overview

Mission

Enhance kauai's south shore physical, social & cultural environments

Program Services

DescriptionGrantsExpenses
PBF HOSTED THE POIPU FOOD & WINE FESTIVAL TO HIGHLIGHT THE CULINARY ARTS DEPARTMENTS OF THE KAUAI COMMUNITY COLLEGE AND WAIMEA HIGH SCHOOL. PBF ALSO HOSTED THE NEW YEARS EVE CELEBRATION ATTENDED BY APPROXIMATELY 2,500 PEOPLE$500$61,845
IN APRIL 2018, KAUAI'S SOUTH SHORE EXPERIENCED RECORD BREAKING FLOODS. PBF COORDINATED RELIEF EFFORTS & DISTRIBUTED FOOD & NECESSITIES (APPLIANCES, DRYWALL, FLOORING ETC.) TO 25 KOLOA FAMILIES.$11,892$12,462
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREG KAMMVice Preside-$0--
VERONICA LOVESYPresident-$0--
JAMIE SHIGETASecretary-$0--
TOM CANUTETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Poipu Beach Foundation Inc
EIN
99-0350383
Phone
8082652096
Address
PO BOX 730, KOLOA, HI 96756

Signing Officer

Name
Veronica Lovesy
Title
President
Phone
8087427444
Signed
2019-08-19
Discuss with paid preparer
Yes

Preparer

Firm
Laura Wiley CPA
Address
PO BOX 1202, LIHUE, HI 96766
Preparer
Laura Wiley
Phone
8086392137
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Cash contribution: 9,792 relationship: none”

Form 990-ez, Part I, Line 16

“Expenses adv & promotion general ops 6,007 adv & promotion flood relief 213 eqpmt rental general ops 650 eqpmt rental flood relief 357 fireworks 22,300 general excise tax 184 licenses/permits 550 supplies 10,761 total 41,022”

Form 990-ez, Part I, Line 20

“Unrealized gains fmv investments 1,203”

Raw XML Appendix151 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0JODY KJELDSEN
IRS990EZ/BooksInCareOfDetail/PhoneNum08082652096
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 730
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KOLOA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0HI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd096756
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0134312
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0156543
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt087751
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021028
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt023383
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0156543
IRS990EZ/FundraisingGrossIncomeAmt06388
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012392
IRS990EZ/GrossReceiptsAmt097825
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0186
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingOtherDesc0TAX
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0134312
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0156543
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0134312
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0156543
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GREG KAMM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VERONICA LOVESY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMIE SHIGETA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TOM CANUTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01203
IRS990EZ/OtherExpensesTotalAmt041022
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENHANCE KAUAI'S SOUTH SHORE PHYSICAL, SOCIAL & CULTURAL ENVIRONMENTS
IRS990EZ/ProgramServiceRevenueAmt03500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PBF HOSTED THE POIPU FOOD & WINE FESTIVAL TO HIGHLIGHT THE CULINARY ARTS DEPARTMENTS OF THE KAUAI COMMUNITY COLLEGE AND WAIMEA HIGH SCHOOL. PBF ALSO HOSTED THE NEW YEARS EVE CELEBRATION ATTENDED BY APPROXIMATELY 2,500 PEOPLE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1IN APRIL 2018, KAUAI'S SOUTH SHORE EXPERIENCED RECORD BREAKING FLOODS. PBF COORDINATED RELIEF EFFORTS & DISTRIBUTED FOOD & NECESSITIES (APPLIANCES, DRYWALL, FLOORING ETC.) TO 25 KOLOA FAMILIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt111892
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt061845
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112462
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt06388
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt076797
IRS990EZ/TotalProgramServiceExpensesAmt074307
IRS990EZ/TotalRevenueAmt097825
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 4,590
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt087751
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt075109
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt048021
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt039525
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt033193
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0283599
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0186
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0710
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0100
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0320
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0295
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01611
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt010429
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt06388
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt04590
IRS990ScheduleA/OtherIncome170Grp/TotalAmt010978
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95750
IRS990ScheduleA/PublicSupportPY170Pct00.97610
IRS990ScheduleA/PublicSupportTotal170Amt0283599
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt087751
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt075109
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt048021
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt039525
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt033193
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0283599
IRS990ScheduleA/TotalSupportAmt0296188
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 9,792 RELATIONSHIP: NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADV & PROMOTION GENERAL OPS 6,007 ADV & PROMOTION FLOOD RELIEF 213 EQPMT RENTAL GENERAL OPS 650 EQPMT RENTAL FLOOD RELIEF 357 FIREWORKS 22,300 GENERAL EXCISE TAX 184 LICENSES/PERMITS 550 SUPPLIES 10,761 TOTAL 41,022
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAINS FMV INVESTMENTS 1,203
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VERONICA LOVESY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08087427444
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POIPU BEACH FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0POIP
ReturnHeader/Filer/EIN0990350383
ReturnHeader/Filer/PhoneNum08082652096
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 730
ReturnHeader/Filer/USAddress/CityNm0KOLOA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096756
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId036A40DFBE97622DE5307699C02850D7DAC9C85DD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId036A40DFBE97622DE5307699C02850D7DAC9C85DD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.165.60.182
ReturnHeader/FilingSecurityInformation/IPDt02019-08-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:53:25
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271628293
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAURA WILEY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LIHUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096766
ReturnHeader/PreparerPersonGrp/PhoneNum08086392137
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA WILEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-08-20T16:53:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$156,543
Liabilities
-
Net assets
$156,543
Revenue
$97,825
Expenses
$76,797
Net income
$21,028
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.15$0.53$0.38
2023Detailed filing. Detailed filing data is available for this year.$0.86$0.01$0.84$1.42$1.12$0.30
2020Detailed filing. Detailed filing data is available for this year.$0.66$0.66$0.34$1.07$0.72
2019Detailed filing. Detailed filing data is available for this year.$1.38$1.38$0.92$1.10$0.17
2018Detailed filing. Detailed filing data is available for this year.$1.57$1.57$0.98$0.77$0.21
2017Summary only. Only limited summary data is available for this year.$1.34$0.00$0.87$0.52$0.36
2013Summary only. Only limited summary data is available for this year.$1.04$0.00$0.62$0.47$0.16
2012Summary only. Only limited summary data is available for this year.$0.85$0.00$0.52$0.37$0.15
2011Summary only. Only limited summary data is available for this year.$0.68$0.00$0.44$0.63$0.18