Civic Intelligence

Prisanlee Trust

990PF • Fiscal year 2022 • EIN 99-6004404

Oct 01, 2021 to Sep 30, 2022 • Filed on Feb 08, 2023

P O Box 3170 Dept 715Honolulu, HI 96802-3170

(808) 694-4543

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

12th percentile

-42%

Higher net margin than 12% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

47th percentile

$139,486

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 20.5% of source-year revenue.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

42nd percentile

-2.4%

Faster asset growth than 42% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

13th percentile

-48%

Faster revenue growth than 13% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Assets

Down

$11,818,219

Down $288,210 (-2.4%) from 2021

Net Assets

Down

$11,818,219

Down $288,210 (-2.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$681,982

Down $620,393 (-48%) from 2021

Expenses

Up

$970,181

Up $114,793 (+13%) from 2021

Net Income

Down

-$288,199

Down $735,186 (-164%) from 2021

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $12,345,033Liabilities 2011: $02011Assets 2012: $12,244,684Liabilities 2012: $02012Assets 2013: $12,112,998Liabilities 2013: $02013Assets 2014: $12,746,325Liabilities 2014: $02014Assets 2015: $12,830,274Liabilities 2015: $02015Assets 2020: $11,659,442Liabilities 2020: $0Net Assets 2020: $11,659,4422020Assets 2021: $12,106,429Liabilities 2021: $0Net Assets 2021: $12,106,4292021Assets 2022: $11,818,219Liabilities 2022: $0Net Assets 2022: $11,818,2192022Assets 2023: $11,330,370Liabilities 2023: $0Net Assets 2023: $11,330,3702023Assets 2024: $11,602,913Liabilities 2024: $0Net Assets 2024: $11,602,9132024Assets 2025: $12,537,364Liabilities 2025: $0Net Assets 2025: $12,537,3642025

Highlighted filing

2022

Assets$11,818,219
Liabilities$0
Net Assets$11,818,219

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $757,808Expenses 2011: $784,908Net Income 2011: -$27,1002011Revenue 2012: $683,411Expenses 2012: $783,760Net Income 2012: -$100,3492012Revenue 2013: $642,425Expenses 2013: $774,111Net Income 2013: -$131,6862013Revenue 2014: $1,432,984Expenses 2014: $797,836Net Income 2014: $635,1482014Revenue 2015: $955,083Expenses 2015: $870,279Net Income 2015: $84,8042015Revenue 2020: $754,275Expenses 2020: $818,596Net Income 2020: -$64,3212020Revenue 2021: $1,302,375Expenses 2021: $855,388Net Income 2021: $446,9872021Revenue 2022: $681,982Expenses 2022: $970,181Net Income 2022: -$288,1992022Revenue 2023: $568,667Expenses 2023: $1,055,055Net Income 2023: -$486,3882023Revenue 2024: $1,272,907Expenses 2024: $988,126Net Income 2024: $284,7812024Revenue 2025: $1,859,687Expenses 2025: $938,240Net Income 2025: $921,4472025

Highlighted filing

2022

Revenue$681,982
Expenses$970,181
Net Income-$288,199
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Feb 8, 2023
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF HAWAIITrustee-$139,486-$139,486
Filing and Contact Details

Filer

Filer Name
Prisanlee Trust
EIN
99-6004404
Phone
8086944543
Address
P O BOX 3170 DEPT 715, HONOLULU, HI 96802-3170

Signing Officer

Name
Bank of Hawaii
Title
Trustee
Phone
8886433888
Signed
2023-02-08
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1135228
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt000206R102 AT&T INC (1261 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100404A109 ACADIA HEALTHCARE CO INC. (85 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt200724F101 ADOBE SYSTEMS INC (47 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3007903107 ADVANCED MICRO DEVICES INC (388 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4009158106 AIR PRODUCTS & CHEMICAL INC (73 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5011659109 ALASKA AIR GROUP INC (335 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt601609W102 ALIBABA GROUP HOLDING LTD. SP ADR (173 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7017175100 ALLEGHANY CORP (19 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8020002101 ALLSTATE CORP (141 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt902079K107 ALPHABET INC CL C (520 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1002079K305 ALPHABET INC CL A (120 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11023135106 AMAZON.COM INC (700 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12031100100 AMETEK INC NEW COMMON (107 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13037833100 APPLE INC (619 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14038222105 APPLIED MATERIALS INC (173 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15046353108 ASTRAZENECA PLC SP ADR (306 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16053332102 AUTOZONE INC (14 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1705722G100 BAKER HUGHES CO (607 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18060505104 BANK OF AMERICA CORP (546 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19066922204 ISHARES S&P 500 INDEX FUND (4005.535 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20084670702 BERKSHIRE HATHAWAY INC CL B (94 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21090043100 BILL.COM HOLDINGS INC (30 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2209227Q100 BLACKBAUD INC (345 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2309247X101 BLACKROCK INC (23 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2409253F879 ISHARES MSCI EAFE INTERNATIONAL INDEX FUND (73479.239 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25126650100 CVS/CAREMARK CORP (192 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26148806102 CATALENT INC (37 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27149123101 CATERPILLAR INC (80 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28166764100 CHEVRON CORP (164 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2917275R102 CISCO SYSTEMS (377 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3022788C105 CROWDSTRIKE HOLDINGS INC A (93 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31235851102 DANAHER CORP (120 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3223804L103 DATADOG INC CLASS A (56 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33254687106 DISNEY WALT CO (121 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34256206103 DODGE & COX INTERNATIONAL STOCK FUND CLASS I (5388.258 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3528176E108 EDWARDS LIFESCIENCES CORP (108 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3629082A107 EMBRAER SA ADR (1892 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3730303M102 META PLATFORMS INC CL A (108 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3831428Q101 FEDERATED HERMES TOTAL RETURN BOND FUND (115248.957 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3931428X106 FEDEX CORPORATION (44 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4033616C100 FIRST REPUBLIC BANK/SAN FRAN (88 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41337932107 FIRSTENERGY CORP (452 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42369550108 GENERAL DYNAMICS CORP (79 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4337045V100 GENERAL MOTORS CO (417 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44375558103 GILEAD SCIENCES INC (344 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4538141G104 GOLDMAN SACHS GROUP INC (64 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4638144N593 GOLDMAN SACHS INTL SMALL CAP INSIGHTS INSTL (31235.146 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47437076102 HOME DEPOT INC (33 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48458140100 INTEL CORP (258 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49460146103 INTERNATIONAL PAPER CO (283 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50461202103 INTUIT (124 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5146625H100 JP MORGAN CHASE & CO (175 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5247803W406 JOHN HANCOCK III DISC M/C-IS (23085.423 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53478160104 JOHNSON & JOHNSON (150 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt544812A0623 JPMORGAN EMERG MRKT EQ-I (6773.904 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5549456B101 KINDER MORGAN INC (756 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56513272104 LAMB WESTON HOLDINGS INC. (207 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57538034109 LIVE NATION ENTERTAINMENT INC (288 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58552953101 MGM RESORTS INTERNATIONAL (1174 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5957142B104 MARQETA INC A (951 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6058155Q103 MCKESSON CORP (187 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6158933Y105 MERCK & CO INC (115 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62594918104 MICROSOFT CORP (648 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63651639106 NEWMONT CORPORATION (413 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64654106103 NIKE INC CL B (70 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6567066G104 NVIDIA CORP (92 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6668629Y103 ORION OFFICE REIT INC (100 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6770450Y103 PAYPAL HOLDINGS INC. (229 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68717081103 PFIZER INC (365 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69723787107 PIONEER NATURAL RESOURCES CO COMMON (120 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7074144Q203 T ROWE PRICE INSTL EMERGING MKT EQUITY FUND (5658.026 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71742718109 PROCTER & GAMBLE CO (121 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7274316J458 CONGRESS MID CAP GROWTH-INS (23488.412 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73747525103 QUALCOMM INC (179 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7474834L100 QUEST DIAGNOSTICS INC (157 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7575513E101 RAYTHEON TECHNOLOGIES CORP (207 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76756109104 REALTY INCOME CORP (186 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77780259305 SHELL PLC NPV ADR (556 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7878409V104 S&P GLOBAL INC (69 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7979466L302 SALESFORCE INC (89 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8080105N105 SANOFI ADR (247 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81803054204 SAP SE SPONS ADR (136 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82808513105 CHARLES SCHWAB CORP (246 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8382669G104 SIGNATURE BANK (108 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8483304A106 SNAP INC A (340 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85833445109 SNOWFLAKE INC-CLASS A (71 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8683417M104 SOLAREDGE TECHNOLOGIES INC (27 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87842587107 SOUTHERN CO (188 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88855244109 STARBUCKS CORP (203 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8988160R101 TESLA INC. (150 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90893641100 TRANSDIGM GROUP INC (42 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91902494103 TYSON FOODS INC CL A (136 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92902973304 US BANCORP (340 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9390353T100 UBER TECHNOLOGIES INC (217 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94904767704 UNILEVER PLC SPONSORED ADR (245 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9591324P102 UNITEDHEALTH GROUP INC (116 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9691332U101 UNITY SOFTWARE INC (74 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9791879Q109 VAIL RESORTS INC (24 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98921909818 VANGUARD TOTAL INTL ST INDEX FUND-ADM (38512.938 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99921937603 VANGUARD TOTAL BOND MARKET INDEX FUND ADM (154079.117 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100921937702 VANGUARD S/T BND INDX-ADM (78622.384 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10192276F100 VENTAS INC (392 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102922908728 VANGUARD TOTL STK MKT IND-AD (26784.214 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10392826C839 VISA INC CL A SHARES (236 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104931142103 WALMART INC (137 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105934423104 WARNER BROS DISCOVERY INC (937 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10694984B348 ALLSPRING ADVANTAGE INTERNATIONAL EQUITY FUND - I (21762.761 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107962166104 WEYERHAEUSER CO (360 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108983793100 XPO LOGISTIC INC (29 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109G1890L107 CAPRI HOLDINGS LTD (206 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110G29183103 EATON CORP PLC (333 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111G5960L103 MEDTRONIC PLC (358 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112H1467J104 CHUBB LTD (106 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113H84989104 TE CONNECTIVITY LTD (85 SHS)
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