Civic Intelligence

Mcinerny Foundation--

990PF • Fiscal year 2020 • EIN 99-6002356

Oct 01, 2019 to Sep 30, 2020 • Filed on Aug 10, 2021

Organization Profile
PO Box 3170 Dept 715Honolulu, HI 96802-3170

(808) 694-4525

Siviq Scores

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

Liabilities / Assets

28th percentile

0.02x

Higher debt load relative to assets than 28% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

47th percentile

0.29x

Higher debt load relative to revenue than 47% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

17th percentile

-15%

Higher net margin than 17% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

36th percentile

$196,220

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

23rd percentile

-0.8%

Faster asset growth than 23% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

29th percentile

-8.0%

Faster revenue growth than 29% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$82,442,491

Down $697,771 (-0.8%) from 2019

Net Assets

$80,863,777

No earlier filing loaded for comparison.

Liabilities

Up

$1,578,714

Up $475,244 (+43%) from 2019

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin17th percentile

Revenue

Down

$5,362,033

Down $465,268 (-8.0%) from 2019

Expenses

Down

$6,171,386

Down $383,012 (-5.8%) from 2019

Net Income

Down

-$809,353

Down $82,256 (-11%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$150M$100M$50M$0Assets 2011: $45,555,351Liabilities 2011: $02011Assets 2012: $50,751,072Liabilities 2012: $02012Assets 2013: $53,977,475Liabilities 2013: $02013Assets 2014: $55,222,592Liabilities 2014: $02014Assets 2015: $49,652,296Liabilities 2015: $02015Assets 2019: $83,140,262Liabilities 2019: $1,103,4702019Assets 2020: $82,442,491Liabilities 2020: $1,578,714Net Assets 2020: $80,863,7772020Assets 2021: $85,544,766Liabilities 2021: $2,217,743Net Assets 2021: $83,327,0232021Assets 2022: $87,110,148Liabilities 2022: $3,569,993Net Assets 2022: $83,540,1552022Assets 2023: $106,032,696Liabilities 2023: $4,850,286Net Assets 2023: $101,182,4102023Assets 2024: $127,380,454Liabilities 2024: $5,699,556Net Assets 2024: $121,680,8982024

Highlighted filing

2020

Assets$82,442,491
Liabilities$1,578,714
Net Assets$80,863,777
Open 2020 Filing

Operations Trend

Revenue Growth29th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $4,597,152Expenses 2011: $4,232,486Net Income 2011: $364,6662011Revenue 2012: $4,799,250Expenses 2012: $4,720,478Net Income 2012: $78,7722012Revenue 2013: $6,107,060Expenses 2013: $4,891,022Net Income 2013: $1,216,0382013Revenue 2014: $5,469,684Expenses 2014: $5,302,745Net Income 2014: $166,9392014Revenue 2015: $4,657,991Expenses 2015: $5,818,841Net Income 2015: -$1,160,8502015Revenue 2019: $5,827,301Expenses 2019: $6,554,398Net Income 2019: -$727,0972019Revenue 2020: $5,362,033Expenses 2020: $6,171,386Net Income 2020: -$809,3532020Revenue 2021: $9,464,253Expenses 2021: $6,361,563Net Income 2021: $3,102,6902021Revenue 2022: $8,468,757Expenses 2022: $6,906,134Net Income 2022: $1,562,6232022Revenue 2023: $5,634,484Expenses 2023: $6,015,273Net Income 2023: -$380,7892023Revenue 2024: $9,368,177Expenses 2024: $7,035,411Net Income 2024: $2,332,7662024

Highlighted filing

2020

Revenue$5,362,033
Expenses$6,171,386
Net Income-$809,353
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Aug 10, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF HAWAIITrustee-$196,220-$196,220
Filing and Contact Details

Filer

Filer Name
Mcinerny Foundation
EIN
99-6002356
Phone
8086944525
Address
PO BOX 3170 DEPT 715, HONOLULU, HI 96802-3170

Signing Officer

Name
Kristi Lefforge Sevp Bank of Hawa
Title
Trustee
Phone
8086944525
Signed
2021-08-10
Raw XML AppendixShowing 400 of 1,577 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt63195038
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0066922204 ISHARES S&P 500 INDEX FUND (33,477 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109253F879 ISHARES MSCI EAFE INTERNATIONAL INDEX FUND (480,440 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2256206103 DODGE & COX INTERNATIONAL STOCK FUND (44,451 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm338142Y773 GOLDMAN SACHS LARGE CAP VALUE FD - INST (242,415 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm438144N593 GOLDMAN SACHS INTERNATIONAL SMALL CAP INSIGHTS INSTL (224,434 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm541664R184 HARTFORD CORE EQUITY - R6 (111,799 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm647803W406 JOHN HANCOCK III DISC M/C-IS (195,063 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm756062X641 MAINSTAY WINSLOW LRG CAP GROWTH FUND CL I (289,918 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8577130834 MATTHEWS PACIFIC TIGER FUND CL INS (51,749 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm974144Q203 T ROWE PRICE INSTITUTIONAL EMERGING MARKETS EQUITY FUND (31,797 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1074316J458 CONGRESS MID CAP GROWTH-INS (191,830 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1174316J490 BECKER VALUE EQUITY FD-INST (206,380 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12921909818 VANGUARD TOTAL INTL ST INDEX FUND-ADM (265,960 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13922908728 VANGUARD TOTL STK MKT IND-AD (222,226 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1494984B348 WELLS FARGO ADVANTAGE INTERNATIONAL EQUITY FUND - I (156,196 SHS)
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02008600
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt01212365
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt01212365
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt021039
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt021039
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03326
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt04771
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IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0602256
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06171386
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01125579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-09-30
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11044931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2221
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3868285
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt06063795
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt110322886
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3868285
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LITIGATION PROCEEDS & EXP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS

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Filings

Displayed year

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

Open filing
Assets
$82,442,491
Liabilities
$1,578,714
Net assets
$80,863,777
Revenue
$5,362,033
Expenses
$6,171,386
Net income
-$809,353
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$127$5.70$122$9.37$7.04$2.33
2023Detailed filing. Detailed filing data is available for this year.$106$4.85$101$5.63$6.02$0.38
2022Detailed filing. Detailed filing data is available for this year.$87.1$3.57$83.5$8.47$6.91$1.56
2021Detailed filing. Detailed filing data is available for this year.$85.5$2.22$83.3$9.46$6.36$3.10
2020Detailed filing. Detailed filing data is available for this year.$82.4$1.58$80.9$5.36$6.17$0.81
2019Summary only. Only limited summary data is available for this year.$83.1$1.10$5.83$6.55$0.73
2015Summary only. Only limited summary data is available for this year.$49.7$0.00$4.66$5.82$1.16
2014Summary only. Only limited summary data is available for this year.$55.2$0.00$5.47$5.30$0.17
2013Summary only. Only limited summary data is available for this year.$54.0$0.00$6.11$4.89$1.22
2012Summary only. Only limited summary data is available for this year.$50.8$0.00$4.80$4.72$0.08
2011Summary only. Only limited summary data is available for this year.$45.6$0.00$4.60$4.23$0.36