Civic Intelligence

Hula Preservation Society

EIN 99-0350425 • 501(c)3 • Kaneohe, HI

Profile

To gather, preserve and share the knowledge of hula masters.

PO Box 6274Kaneohe, HI 96744

www.hulapreservation.org

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

65th percentile

13%

Higher net margin than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

53rd percentile

4.9%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

19th percentile

-13%

Faster revenue growth than 19% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,287,506

Up $60,187 (+4.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,287,506

Up $60,187 (+4.9%) from 2023

Revenue

Down

$451,098

Down $70,353 (-13%) from 2023

Expenses

Up

$390,911

Up $130,765 (+50%) from 2023

Net Income

Down

$60,187

Down $201,118 (-77%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $215,388Liabilities 2010: $0Net Assets 2010: $215,3882010Assets 2011: $236,646Liabilities 2011: $0Net Assets 2011: $236,6462011Assets 2012: $325,654Liabilities 2012: $0Net Assets 2012: $325,6542012Assets 2013: $316,309Liabilities 2013: $0Net Assets 2013: $316,3092013Assets 2014: $420,930Liabilities 2014: $0Net Assets 2014: $420,9302014Assets 2015: $435,128Liabilities 2015: $0Net Assets 2015: $435,1282015Assets 2016: $392,662Liabilities 2016: $0Net Assets 2016: $392,6622016Assets 2017: $444,860Liabilities 2017: $0Net Assets 2017: $444,8602017Assets 2018: $512,969Liabilities 2018: $0Net Assets 2018: $512,9692018Assets 2019: $503,314Liabilities 2019: $0Net Assets 2019: $503,3142019Assets 2020: $859,103Liabilities 2020: $0Net Assets 2020: $859,1032020Assets 2021: $925,322Liabilities 2021: $0Net Assets 2021: $925,3222021Assets 2022: $966,014Liabilities 2022: $0Net Assets 2022: $966,0142022Assets 2023: $1,227,319Liabilities 2023: $0Net Assets 2023: $1,227,3192023Assets 2024: $1,287,506Liabilities 2024: $0Net Assets 2024: $1,287,5062024

Highlighted filing

2024

Assets$1,287,506
Liabilities$0
Net Assets$1,287,506

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $96,302Expenses 2010: $118,452Net Income 2010: -$22,1502010Revenue 2011: $161,800Expenses 2011: $140,542Net Income 2011: $21,2582011Expenses 2012: $190,0042012Revenue 2013: $261,411Expenses 2013: $270,756Net Income 2013: -$9,3452013Revenue 2014: $353,474Expenses 2014: $248,853Net Income 2014: $104,6212014Revenue 2015: $196,938Expenses 2015: $182,740Net Income 2015: $14,1982015Revenue 2016: $135,095Expenses 2016: $177,561Net Income 2016: -$42,4662016Revenue 2017: $256,858Expenses 2017: $204,660Net Income 2017: $52,1982017Revenue 2018: $307,929Expenses 2018: $239,820Net Income 2018: $68,1092018Revenue 2019: $233,950Expenses 2019: $243,605Net Income 2019: -$9,6552019Revenue 2020: $579,576Expenses 2020: $223,787Net Income 2020: $355,7892020Revenue 2021: $293,325Expenses 2021: $227,106Net Income 2021: $66,2192021Revenue 2022: $307,556Expenses 2022: $266,864Net Income 2022: $40,6922022Revenue 2023: $521,451Expenses 2023: $260,146Net Income 2023: $261,3052023Revenue 2024: $451,098Expenses 2024: $390,911Net Income 2024: $60,1872024

Highlighted filing

2024

Revenue$451,098
Expenses$390,911
Net Income$60,187

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$0.45$0.39$0.06
2023Summary only. Only limited summary data is available for this year.$1.23$0.00$1.23$0.52$0.26$0.26
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.00$0.97$0.31$0.27$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.29$0.23$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.00$0.86$0.58$0.22$0.36
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$0.23$0.24$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.00$0.51$0.31$0.24$0.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.00$0.44$0.26$0.20$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$0.14$0.18$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.00$0.44$0.20$0.18$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.35$0.25$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.26$0.27$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.00$0.33$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.00$0.24$0.16$0.14$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.00$0.22$0.10$0.12$0.02
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$307,556
Mission and Program Overview

Mission

To gather, preserve and share the knowledge of hula masters.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$913,133$956,692▲ $43,559
Rtn Earn Endowment Incm Other Fnds$532,660$573,352▲ $40,692
Land, Buildings, and Equipment, Net$7,689$4,822▼ $2,867
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$925,322$966,014▲ $40,692
Other Assets Total$4,500$4,500→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$925,322$966,014▲ $40,692
Total Liabilities and Net Assets / Fund Balance$925,322$966,014▲ $40,692

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,822$91,592$96,414
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$299,443
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$8,113
All Other Contributions
$23,495
Change in Net Assets
$40,692
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$149,514
Other Expenses$117,350
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$64,800$7,200-$72,000
Other Salaries and Wages$56,900$6,322-$63,222
Fees for Services Other$42,046--$42,046
Occupancy$21,686$2,410-$24,096
Payroll Taxes$12,863$1,429-$14,292
Office Expenses$12,687$1,409-$14,096
Fees for Services Accounting-$3,349-$3,349
Depreciation Depletion$2,904$323-$3,227
Travel$2,003$223-$2,226
Other Expenses$942$179-$942
Total Functional Expenses$239,843$27,021$0$266,864
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 is first made available to the treasurer, then to the entire board.

Form 990, Part VI, Section B, Line 12C

By the operatons manager on an ongoing basis.

Form 990, Part VI, Section B, Line 15

Reimbursement of expenses are cleared through the board's treasurer if more than $50, if less reimbursements are made out of petty cash and handled by the operations manager. Reimbursements are allowed according to the project or grant criteria.

Form 990, Part VI, Section C, Line 19

Upon request to the organization

Filing and Contact Details

Filer

Filer Name
Hula Preservation Society
EIN
99-0350425
Phone
8082479440
Address
PO BOX 6274, KANEOHE, HI 96744

Signing Officer

Name
Linda Rich
Title
Treasurer
Phone
8082479440
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Rich
Formed
2000
Legal Domicile
Hi
Voting Board Members
4
Independent Board Members
4
Employees
3
Volunteers
4

Preparer

Firm
Clifford Isara CPA LLC
Address
1150 SOUTH KING ST STE 605, HONOLULU, HI 96814
Preparer
Clifford Isara
Phone
8085971337
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other consultants: program service expenses 42,046. Management and general expenses 0. Fundraising expenses 0. Total expenses 42,046.

Raw XML Appendix361 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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IRS990/CompensationFromOtherSrcsInd00
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IRS990/Desc01) DOCUMENTED KNOWLEDGE OF AGING HULA MASTERS.2) CONDUCTED PUBLIC PROGRAMS WITH HULA MASTERS.3) PRESERVED AND SHARED HISTORICAL MATERIALS RELATED TO HULA MASTERS.
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IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0LUDWIG VAN BROEKHUIZEN
IRS990/Form990PartVIISectionAGrp/PersonNm1HEALOHA JOHNSTON
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/InfoInScheduleOPartIXInd0X
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IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt091592
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IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
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IRS990ScheduleA/TotalSupportAmt01691490
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04822
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt091592
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt096414
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04822
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS FIRST MADE AVAILABLE TO THE TREASURER, THEN TO THE ENTIRE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BY THE OPERATONS MANAGER ON AN ONGOING BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REIMBURSEMENT OF EXPENSES ARE CLEARED THROUGH THE BOARD'S TREASURER IF MORE THAN $50, IF LESS REIMBURSEMENTS ARE MADE OUT OF PETTY CASH AND HANDLED BY THE OPERATIONS MANAGER. REIMBURSEMENTS ARE ALLOWED ACCORDING TO THE PROJECT OR GRANT CRITERIA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST TO THE ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 42,046. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 42,046.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
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IRS990/TaxablePartyNotificationInd00
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IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt0925322
IRS990/TotalAssetsGrp/EOYAmt0966014
IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0239843
IRS990/TotalFunctionalExpensesGrp/TotalAmt0266864
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IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0966014
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08113
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0307556
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0925322
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0966014
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0223
IRS990/TravelGrp/ProgramServicesAmt02003
IRS990/TravelGrp/TotalAmt02226
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IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.HULAPRESERVATION.ORG
IRS990/WhistleblowerPolicyInd01
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA RICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08082479440
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HULA PRESERVATION SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0HULA
ReturnHeader/Filer/EIN0990350425
ReturnHeader/Filer/PhoneNum08082479440
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6274
ReturnHeader/Filer/USAddress/CityNm0KANEOHE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096744
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300999399
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFFORD ISARA CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01150 SOUTH KING ST STE 605
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HONOLULU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096814
ReturnHeader/PreparerPersonGrp/PhoneNum08085971337
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLIFFORD ISARA
ReturnHeader/ReturnTs02023-11-15T15:59:17-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LINDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RICH
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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