Civic Intelligence

Hawaii Estate Planning Council

EIN 99-6004891 • 501(c)6 • Honolulu, HI

Profile

The mission of the hawaii estate planning council is to enhance professional growth and development for its members, promote high professional standards and ethical practices through ongoing educational opportunities, while facilitating a team approach to estate planning.

745 Fort Street Mall Ste 1900Honolulu, HI 96813

www.hawaiiestateplanningcouncil.org

Siviq Scores

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

Liabilities / Assets

76th percentile

0.12x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

86th percentile

0.23x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

45th percentile

-1.2%

Higher net margin than 45% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

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.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

69th percentile

12%

Faster revenue growth than 69% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$112,040

Up $13,037 (+13%) from 2024

Liabilities

$13,746

No earlier filing loaded for comparison.

Net Assets

Down

$98,294

Down $709 (-0.7%) from 2024

Operations
Liabilities / Revenue86th percentileNet Margin45th percentile

Revenue

Up

$59,282

Up $6,181 (+12%) from 2024

Expenses

Down

$59,991

Down $2,393 (-3.8%) from 2024

Net Income

Up

-$709

Up $8,574 (+92%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$150K$100K$50K$0Assets 2018: $27,713Net Assets 2018: $27,7132018Assets 2019: $35,376Liabilities 2019: $250Net Assets 2019: $35,1262019Assets 2020: $41,100Liabilities 2020: $1,900Net Assets 2020: $39,2002020Assets 2021: $69,077Liabilities 2021: $940Net Assets 2021: $68,1372021Assets 2022: $104,066Liabilities 2022: $383Net Assets 2022: $103,6832022Assets 2023: $109,236Liabilities 2023: $950Net Assets 2023: $108,2862023Assets 2024: $99,003Net Assets 2024: $99,0032024Assets 2025: $112,040Liabilities 2025: $13,746Net Assets 2025: $98,2942025

Highlighted filing

2025

Assets$112,040
Liabilities$13,746
Net Assets$98,294
Open 2025 Filing

Operations Trend

Revenue Growth69th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2018: $55,191Expenses 2018: $55,070Net Income 2018: $1212018Revenue 2019: $60,412Expenses 2019: $52,999Net Income 2019: $7,4132019Revenue 2020: $56,893Expenses 2020: $52,817Net Income 2020: $4,0762020Revenue 2021: $51,209Expenses 2021: $22,273Net Income 2021: $28,9362021Revenue 2022: $40,502Expenses 2022: $4,956Net Income 2022: $35,5462022Revenue 2023: $50,382Expenses 2023: $45,279Net Income 2023: $5,1032023Revenue 2024: $53,101Expenses 2024: $62,384Net Income 2024: -$9,2832024Revenue 2025: $59,282Expenses 2025: $59,991Net Income 2025: -$7092025

Highlighted filing

2025

Revenue$59,282
Expenses$59,991
Net Income-$709
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$112,040
Liabilities
$13,746
Net assets
$98,294
Revenue
$59,282
Expenses
$59,991
Net income
-$709
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.12$0.14$0.98$0.59$0.60$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.53$0.62$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.09$0.01$1.08$0.50$0.45$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.41$0.05$0.36
2021Detailed filing. Detailed filing data is available for this year.$0.69$0.01$0.68$0.51$0.22$0.29
2020Detailed filing. Detailed filing data is available for this year.$0.41$0.02$0.39$0.57$0.53$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.60$0.53$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.28$0.28$0.55$0.55$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
Nov 14, 2025
Return Version
2024v5.0
Gross Receipts
$59,282
Mission and Program Overview

Mission

The mission of the hawaii estate planning council is to enhance professional growth and development for its members, promote high professional standards and ethical practices through ongoing educational opportunities, while facilitating a team approach to estate planning.

Program Services

DescriptionGrantsExpenses
N/A--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID NAKAMURAPresident-$0--
DANIEL VERMILLIONVice Preside-$0--
LISA TELLIOSecretary-$0--
TONY LIMTreasurer-$0--
DEREK WICKESDirector-$0--
FRANCES LUI-KWANDirector-$0--
STEPHANIE ASATODirector-$0--
REID MATSUSHIMADirector-$0--
KYLE YONESHIGEDirector-$0--
KURT KAWAFUCHIDirector-$0--
AKIKO SAKAMOTODirector-$0--
JENNIFER OKUBO POLIDODirector-$0--
JOELLE YAMAMOTODirector-$0--
KARYNTHYA TREVINODirector-$0--
ERI SHIMADirector-$0--
POHAI CAMPBELLDirector-$0--
KEONI LEEDirector-$0--
KELLY ZANEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Hawaii Estate Planning Council
EIN
99-6004891
Address
745 FORT STREET MALL STE 1900, HONOLULU, HI 96813

Signing Officer

Name
Tony Lim
Title
Treasurer
Phone
8085218801
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Occpa LLC
Address
745 FORT STREET MALL STE 1900, HONOLULU, HI 96813-3820
Preparer
Lai Ieng Yee
Phone
8085372626
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 4,350 conferences/meetings 55,641 total 59,991”

Form 990-ez, Part II, Line 24

“Accounts receivable 0 745 prepaid expenses and deferred charges 4,000 4,000 379 379 total 4,379 5,124”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 0 13,746”

Form 990-ez, Part III

“The mission of the hawaii estate planning council is to enhance professional growth and development for its members, promote high professional standards and ethical practices through ongoing educational opportunities, while facilitating a team approach to estate planning.”

Raw XML Appendix159 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 4,350 CONFERENCES/MEETINGS 55,641 TOTAL 59,991
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 0 745 PREPAID EXPENSES AND DEFERRED CHARGES 4,000 4,000 379 379 TOTAL 4,379 5,124
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MISSION OF THE HAWAII ESTATE PLANNING COUNCIL IS TO ENHANCE PROFESSIONAL GROWTH AND DEVELOPMENT FOR ITS MEMBERS, PROMOTE HIGH PROFESSIONAL STANDARDS AND ETHICAL PRACTICES THROUGH ONGOING EDUCATIONAL OPPORTUNITIES, WHILE FACILITATING A TEAM APPROACH TO ESTATE PLANNING.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
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