Civic Intelligence

Poipu Beach Foundation Inc

990EZ • Fiscal year 2019 • EIN 99-0350383

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 15, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

17th percentile

-19%

Higher net margin than 17% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

40th percentile

-5.5%

Faster revenue growth than 40% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$138,486

Down $18,057 (-12%) from 2018

Net Assets

Down

$138,486

Down $18,057 (-12%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin17th percentile

Revenue

Down

$92,465

Down $5,360 (-5.5%) from 2018

Expenses

Up

$109,754

Up $32,957 (+43%) from 2018

Net Income

Down

-$17,289

Down $38,317 (-182%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2019

Assets$138,486
Liabilities-
Net Assets$138,486
Open 2019 Filing

Operations Trend

Revenue Growth40th 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

2019

Revenue$92,465
Expenses$109,754
Net Income-$17,289
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 15, 2020
Return Version
2019v5.0
Gross Receipts
$92,465
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 DEPARTMENT OF THE KAUAI COMMUNITY COLLEGE & KAUAI'S AUTHENTIC LOCAL FOOD. PBF ALSO HOSTED THE NEW YEARS EVE CELEBRATION AT POIPU BEACH PARK.-$101,072
Compensation and Service Providers
Top Officer Pay77th 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
2020-10-15
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 16

“Expenses adv & promotion general ops 7,901 office 1,139 information technology 10,000 travel 1,855 charitable donations 5,000 eqpmt rental 2,546 festival chefs 4,850 festival food 3,145 general excise tax 256 licenses/permits 16 repairs & maintenance 150 supplies 26,603 total 63,461”

Form 990-ez, Part I, Line 20

“Unrealized losses on fmv of investments -768”

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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt0156543
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0138486
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt045804
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-17289
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt043958
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0156543
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0138486
IRS990EZ/GrossReceiptsAmt092465
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt084
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingOtherDesc0TAX
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0156543
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0138486
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0156543
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0138486
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/OtherChangesInNetAssetsAmt0-768
IRS990EZ/OtherExpensesTotalAmt063461
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENHANCE KAUAI'S SOUTH SHORE PHYSICAL, SOCIAL & CULTURAL ENVIRONMENTS
IRS990EZ/PrintingPublicationsPostageAmt02335
IRS990EZ/ProgramServiceRevenueAmt046577
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PBF HOSTED THE POIPU FOOD & WINE FESTIVAL TO HIGHLIGHT THE CULINARY ARTS DEPARTMENT OF THE KAUAI COMMUNITY COLLEGE & KAUAI'S AUTHENTIC LOCAL FOOD. PBF ALSO HOSTED THE NEW YEARS EVE CELEBRATION AT POIPU BEACH PARK.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0101072
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0109754
IRS990EZ/TotalProgramServiceExpensesAmt0101072
IRS990EZ/TotalRevenueAmt092465
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SILENT AUCTION 10,978
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt045804
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt087751
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt075109
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt048021
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt039525
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0296210
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt084
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0186
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0710
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0100
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0320
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01400
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt057006
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt06388
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt04590
IRS990ScheduleA/OtherIncome170Grp/TotalAmt010978
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95990
IRS990ScheduleA/PublicSupportPY170Pct00.95750
IRS990ScheduleA/PublicSupportTotal170Amt0296210
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt045804
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt087751
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt075109
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt048021
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt039525
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0296210
IRS990ScheduleA/TotalSupportAmt0308588
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADV & PROMOTION GENERAL OPS 7,901 OFFICE 1,139 INFORMATION TECHNOLOGY 10,000 TRAVEL 1,855 CHARITABLE DONATIONS 5,000 EQPMT RENTAL 2,546 FESTIVAL CHEFS 4,850 FESTIVAL FOOD 3,145 GENERAL EXCISE TAX 256 LICENSES/PERMITS 16 REPAIRS & MAINTENANCE 150 SUPPLIES 26,603 TOTAL 63,461
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED LOSSES ON FMV OF INVESTMENTS -768
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VERONICA LOVESY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08087427444
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-15
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/AtSubmissionFilingDeviceId0E8C86E23671B93A492688780297CE222EEEAC960
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.165.60.182
ReturnHeader/FilingSecurityInformation/IPDt02020-10-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm020:51:28
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/PreparationDt02020-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA WILEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-16T20:51:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$138,486
Liabilities
-
Net assets
$138,486
Revenue
$92,465
Expenses
$109,754
Net income
-$17,289
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