Civic Intelligence

Hana Maui Trust

990 • Fiscal year 2014 • EIN 99-6011303

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 06, 2015

Organization ProfileN/A
PO Box 646SuiteHana, HI 96713

(808) 248-7666

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

97th percentile

80%

Higher net margin than 97% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

80th percentile

21%

Faster asset growth than 80% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

98th percentile

370%

Faster revenue growth than 98% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$982,326

Up $173,034 (+21%) from 2013

Net Assets

Up

$982,326

Up $173,034 (+21%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin97th percentile

Revenue

Up

$215,327

Up $169,467 (+370%) from 2013

Expenses

Up

$42,293

Up $8,182 (+24%) from 2013

Net Income

Up

$173,034

Up $161,285 (+1373%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $809,209Liabilities 2011: $24,000Net Assets 2011: $785,2092011Assets 2012: $797,543Liabilities 2012: $0Net Assets 2012: $797,5432012Assets 2013: $809,292Liabilities 2013: $0Net Assets 2013: $809,2922013Assets 2014: $982,326Liabilities 2014: $0Net Assets 2014: $982,3262014Assets 2016: $1,058,071Liabilities 2016: $0Net Assets 2016: $1,058,0712016Assets 2017: $1,047,403Liabilities 2017: $0Net Assets 2017: $1,047,4032017Assets 2018: $1,055,011Liabilities 2018: $0Net Assets 2018: $1,055,0112018Assets 2019: $1,049,139Liabilities 2019: $0Net Assets 2019: $1,049,1392019Assets 2020: $1,049,141Liabilities 2020: $0Net Assets 2020: $1,049,1412020Assets 2021: $1,039,992Liabilities 2021: $0Net Assets 2021: $1,039,9922021Assets 2022: $999,987Liabilities 2022: $0Net Assets 2022: $999,9872022Assets 2023: $1,006,015Liabilities 2023: $0Net Assets 2023: $1,006,0152023Assets 2024: $1,017,465Liabilities 2024: $0Net Assets 2024: $1,017,4652024

Highlighted filing

2014

Assets$982,326
Liabilities$0
Net Assets$982,326
Open 2014 Filing

Operations Trend

Revenue Growth98th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $28,571Expenses 2011: $38,216Net Income 2011: -$9,6452011Revenue 2012: $44,198Expenses 2012: $31,864Net Income 2012: $12,3342012Revenue 2013: $45,860Expenses 2013: $34,111Net Income 2013: $11,7492013Revenue 2014: $215,327Expenses 2014: $42,293Net Income 2014: $173,0342014Revenue 2016: $99,710Expenses 2016: $50,166Net Income 2016: $49,5442016Revenue 2017: $50,372Expenses 2017: $63,503Net Income 2017: -$13,1312017Revenue 2018: $68,245Expenses 2018: $65,055Net Income 2018: $3,1902018Revenue 2019: $58,127Expenses 2019: $63,257Net Income 2019: -$5,1302019Revenue 2020: $56,686Expenses 2020: $56,401Net Income 2020: $2852020Revenue 2021: $55,434Expenses 2021: $63,897Net Income 2021: -$8,4632021Revenue 2022: $46,480Expenses 2022: $85,828Net Income 2022: -$39,3482022Revenue 2023: $64,603Expenses 2023: $58,055Net Income 2023: $6,5482023Revenue 2024: $87,400Expenses 2024: $73,867Net Income 2024: $13,5332024

Highlighted filing

2014

Revenue$215,327
Expenses$42,293
Net Income$173,034
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 6, 2015
Return Version
2014v5.0
Gross Receipts
$795,308
Mission and Program Overview

Mission

To promote the health, welfare, happiness and development of the people of the district of hana, primarily, and elsewhere in the world.

To promote the health, welfare, happiness and development of the people of the district of hana, hawaii.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$809,292$982,326▲ $173,034
Investments in Publicly Traded Securities$504,004$532,375▲ $28,371
Cash and Non-Interest-Bearing Accounts$16,828$353,341▲ $336,513
Land, Buildings, and Equipment, Net$183,000--
Savings and Temporary Cash Investments$105,460$79,297▼ $26,163
Other Notes and Loans Receivable, Net$0$17,313▲ $17,313
Accounts Receivable$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$809,292$982,326▲ $173,034
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$809,292$982,326▲ $173,034
Total Liabilities and Net Assets / Fund Balance$809,292$982,326▲ $173,034
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Patricia EasonPresident
Dan OmerTrustee
Robert CarrollTrustee
Valorey NgTrustee
Harry HasegawaSecretary
Grant SennerTreasurer
Jeanne PechinVice-presi
Revenue and Support

Revenue Composition

Contributions and Grants
$1,700
Program Service Revenue
$0
Investment Income
$213,627
Other Revenue
$0
All Other Contributions
$1,700
Change in Net Assets
$173,034
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$28,392
Other Expenses$13,901
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$28,392--$28,392
Other Expenses-$137$0$137
Total Functional Expenses$28,392$13,901$0$42,293
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Hana Maui Trust
EIN
99-6011303
In Care Of
% GRANT SENNER
Address
PO BOX 646, Suite, HANA, HI 96713

Signing Officer

Name
Grant Senner
Title
Treasurer
Phone
8082687832
Signed
2015-07-06
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Hi
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
7

Preparer

Firm
Russell Yamane & Assoc Cpas Inc
Address
2158 MAIN ST SUITE 202, WAILUKU, HI 96793
Preparer
Russell Yamane Associates Cpas I
Phone
8082687832
Supplemental Narrative

Additional Explanations

Form 990, Part X

“Line 7 - notes and loan receivable - see attachment 1 line 11 - investments-publicly traded securities - see attachment 2”

Raw XML Appendix391 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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06650
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt025473
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt020724
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt020455
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt023817
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt023754
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0114223
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.05502
IRS990ScheduleA/PublicSupportPY170Pct00.07631
IRS990ScheduleA/PublicSupportTotal170Amt06650
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0750
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06650
IRS990ScheduleA/TotalSupportAmt0120873
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt03520
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt11275
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt223597
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0HEALTH/MEDICAL
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1EDUCATION/SCHOOL
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2COMMUNITY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt03
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt1300
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt21276
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0All of Hana Maui Trust's grant requests come by mail / letter and are then dYcided on by the board. If it is a small request (under $500) the president can decide and just say yes and then the treasurer can write the check. Some groups like Art Barn, Senior Center, Canoe Club tend to ask every year and are somewhat budgeted in. Other requests are more like a one time request for a specific event or program. The board decides at their meetings who will get what and how much. They don't always say yes or always give the full amount requested.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 7 - NOTES AND LOAN RECEIVABLE - SEE ATTACHMENT 1 LINE 11 - INVESTMENTS-PUBLICLY TRADED SECURITIES - SEE ATTACHMENT 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART X
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0HI
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0809292
IRS990/TotalAssetsEOYAmt0982326
IRS990/TotalAssetsGrp/BOYAmt0809292
IRS990/TotalAssetsGrp/EOYAmt0982326
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01700
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013901
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt028392
IRS990/TotalFunctionalExpensesGrp/TotalAmt042293
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0809292
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0982326
IRS990/TotalProgramServiceExpensesAmt028392
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0213627
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0215327
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0809292
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0982326
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GRANT SENNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08082687832
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HANA MAUI TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HANA
ReturnHeader/Filer/EIN0996011303
ReturnHeader/Filer/InCareOfNm0% GRANT SENNER
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 646
ReturnHeader/Filer/USAddress/AddressLine2Txt0Suite
ReturnHeader/Filer/USAddress/CityNm0HANA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096713
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RUSSELL YAMANE & ASSOC CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02158 MAIN ST SUITE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAILUKU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096793
ReturnHeader/PreparerPersonGrp/PhoneNum08082687832
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RUSSELL YAMANE ASSOCIATES CPAS I
ReturnHeader/ReturnTs02015-07-09T14:44:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$982,326
Liabilities
$0
Net assets
$982,326
Revenue
$215,327
Expenses
$42,293
Net income
$173,034
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.09$0.07$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.06$0.06$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.05$0.09$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.06$0.06$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.06$0.06$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.06$0.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.07$0.07$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.05$0.06$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.10$0.05$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.22$0.04$0.17
2013Summary only. Only limited summary data is available for this year.$0.81$0.00$0.81$0.05$0.03$0.01
2012Summary only. Only limited summary data is available for this year.$0.80$0.00$0.80$0.04$0.03$0.01
2011Summary only. Only limited summary data is available for this year.$0.81$0.02$0.79$0.03$0.04$0.01