Civic Intelligence

Napili Kai Foundation

990 • Fiscal year 2019 • EIN 99-6011281

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 06, 2020

Organization ProfileNAPILIKAIFOUNDATION.ORG
5900 Honoapiilani RoadLahaina, HI 96761

(808) 214-8977

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

80th percentile

23%

Higher net margin than 80% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

73rd percentile

14%

Faster asset growth than 73% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-43%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$2,374,667

Up $295,014 (+14%) from 2018

Net Assets

Up

$2,374,174

Up $294,599 (+14%) from 2018

Liabilities

Up

$493

Up $415 (+532%) from 2018

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin80th percentile

Revenue

Down

$180,384

Down $135,942 (-43%) from 2018

Expenses

Down

$138,129

Down $18,343 (-12%) from 2018

Net Income

Down

$42,255

Down $117,599 (-74%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,268,402Liabilities 2011: $0Net Assets 2011: $1,268,4022011Assets 2012: $1,345,683Liabilities 2012: $0Net Assets 2012: $1,345,6832012Assets 2013: $1,376,420Liabilities 2013: $0Net Assets 2013: $1,376,4202013Assets 2014: $1,597,754Liabilities 2014: $2,189Net Assets 2014: $1,595,5652014Assets 2015: $1,647,811Liabilities 2015: $0Net Assets 2015: $1,647,8112015Assets 2016: $1,789,869Liabilities 2016: $0Net Assets 2016: $1,789,8692016Assets 2017: $2,025,606Liabilities 2017: $0Net Assets 2017: $2,025,6062017Assets 2018: $2,079,653Liabilities 2018: $78Net Assets 2018: $2,079,5752018Assets 2019: $2,374,667Liabilities 2019: $493Net Assets 2019: $2,374,1742019Assets 2020: $2,354,324Liabilities 2020: $516Net Assets 2020: $2,353,8082020Assets 2021: $2,739,460Liabilities 2021: $2,009Net Assets 2021: $2,737,4512021Assets 2022: $2,666,505Liabilities 2022: $0Net Assets 2022: $2,666,5052022Assets 2023: $2,939,702Liabilities 2023: $0Net Assets 2023: $2,939,7022023Assets 2024: $3,109,642Liabilities 2024: $0Net Assets 2024: $3,109,6422024

Highlighted filing

2019

Assets$2,374,667
Liabilities$493
Net Assets$2,374,174
Open 2019 Filing

Operations Trend

Revenue Growth6th percentile

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

$600K$400K$200K$0Revenue 2011: $148,015Expenses 2011: $101,678Net Income 2011: $46,3372011Revenue 2012: $192,265Expenses 2012: $114,984Net Income 2012: $77,2812012Revenue 2013: $163,401Expenses 2013: $132,664Net Income 2013: $30,7372013Revenue 2014: $233,248Expenses 2014: $98,914Net Income 2014: $134,3342014Revenue 2015: $224,935Expenses 2015: $119,315Net Income 2015: $105,6202015Revenue 2016: $229,173Expenses 2016: $130,434Net Income 2016: $98,7392016Revenue 2017: $232,511Expenses 2017: $124,543Net Income 2017: $107,9682017Revenue 2018: $316,326Expenses 2018: $156,472Net Income 2018: $159,8542018Revenue 2019: $180,384Expenses 2019: $138,129Net Income 2019: $42,2552019Revenue 2020: $200,609Expenses 2020: $119,677Net Income 2020: $80,9322020Revenue 2021: $343,306Expenses 2021: $125,552Net Income 2021: $217,7542021Revenue 2022: $258,681Expenses 2022: $141,443Net Income 2022: $117,2382022Revenue 2023: $421,795Expenses 2023: $157,707Net Income 2023: $264,0882023Revenue 2024: $345,278Expenses 2024: $312,298Net Income 2024: $32,9802024

Highlighted filing

2019

Revenue$180,384
Expenses$138,129
Net Income$42,255
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 6, 2020
Return Version
2019v5.0
Gross Receipts
$180,384
Mission and Program Overview

Mission

The education of children from 6 to 18 years of age in the history, arts, crafts, dances, language, skills and lore of hawaii.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,965,218$2,263,828▲ $298,610
Cash and Non-Interest-Bearing Accounts$114,435$110,839▼ $3,596
Total Assets$2,079,653$2,374,667▲ $295,014
Liabilities
Accounts Payable and Accrued Expenses$78$493▲ $415
Total Liabilities$78$493▲ $415
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,079,575$2,374,174▲ $294,599
Total Net Assets Fund Balance$2,079,575$2,374,174▲ $294,599
Total Liabilities and Net Assets / Fund Balance$2,079,653$2,374,667▲ $295,014

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,197,920-▲ $181,513-$1,367,595
2018$1,245,367-▼ $32,842-$1,197,920
2017$1,142,988-▲ $116,675-$1,245,367
2016$1,094,024-▲ $63,185-$1,142,988
2015$1,114,689-▼ $6,638-$1,094,024
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Louise RossPresident
Chuck BarnumDirector
Feliza DuqueDirector
Nohealani RalarDirector
Sally WerblunTrustee/dire
Yvette LaborteSecretary
Shelley HeeTreasurer
Janice StudwellVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$92,238
Program Service Revenue
$10,240
Investment Income
$63,274
Other Revenue
$14,632
All Other Contributions
$92,238
Change in Net Assets
$42,255

Audited Revenue Reconciliation

Revenue per Audited Statements
$172,225
Revenue Not Reported on Financial Statements
$8,159
Revenue Not Reported on Form 990
$271,303
Other Revenue Adjustments
$8,159
Total Revenue per Audited Statements
$443,528
Total Revenue per Form 990
$180,384
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$107,129
Grants and Similar Amounts Paid$31,000
Total Fundraising Expense$6,561
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$31,000--$31,000
Fees for Service Investment Mgmnt Fees-$16,986-$16,986
Fees for Services Accounting-$6,883-$6,883
Advertising--$5,566$5,566
Insurance$1,500--$1,500
Other Expenses$4,742-$995$995
All Other Expenses-$919-$919
Office Expenses-$214-$214
Total Functional Expenses$106,566$25,002$6,561$138,129

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$148,929
Expenses per Audited Statements$138,129
Total Expenses per Form 990$138,129
Expenses Not Reported on Form 990$10,800
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$14,632
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
Audit committee
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
No
Other officer compensation reviewed
No
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, Page 6, Part VI, Line 11B

“Board reviews form 990 and approves before filing with the irs.”

Form 990, Page 6, Part VI, Line 12C

“Conflict of interest policy is monitored by the board. Any potential conflicts are immediately addressed.”

Form 990, Page 6, Part VI, Line 19

“All documents are made available by the treasurer at the request of an individual.”

Filing and Contact Details

Filer

Filer Name
Napili Kai Foundation
EIN
99-6011281
Phone
8082148977
Address
5900 HONOAPIILANI ROAD, LAHAINA, HI 96761

Signing Officer

Name
Shelley Hee
Title
Treasurer
Phone
8082148977
Signed
2020-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Louise Ross
Formed
1966
Legal Domicile
Hi
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
30

Preparer

Firm
Barbara J Querry LLC
Address
381 HUKU LII PL STE 203, KIHEI, HI 96753-7902
Preparer
Barbara J Querry CPA
Phone
8088568137
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“-8,159”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Intended use for endowment funds is for operating expenses”

Schedule D, Page 4, Part XI, Line 4B

“8,159”

Raw XML AppendixShowing 400 of 410 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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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,374,667
Liabilities
$493
Net assets
$2,374,174
Revenue
$180,384
Expenses
$138,129
Net income
$42,255
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.35$0.31$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.42$0.16$0.26
2022Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.26$0.14$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.34$0.13$0.22
2020Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.20$0.12$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.18$0.14$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.32$0.16$0.16
2017Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.23$0.12$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.23$0.13$0.10
2015Summary only. Only limited summary data is available for this year.$1.65$0.00$1.65$0.22$0.12$0.11
2014Summary only. Only limited summary data is available for this year.$1.60$0.00$1.60$0.23$0.10$0.13
2013Summary only. Only limited summary data is available for this year.$1.38$0.00$1.38$0.16$0.13$0.03
2012Summary only. Only limited summary data is available for this year.$1.35$0.00$1.35$0.19$0.11$0.08
2011Summary only. Only limited summary data is available for this year.$1.27$0.00$1.27$0.15$0.10$0.05