Anna Perry-fiske Charitable Trust
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Growing revenue
Anna Perry-fiske Charitable Trust is a 501(c)(3) organization based in Kamuela, Hawaii, registered in 1984, with $211,002 in FY2024 revenue. CharityIndex grades it C+.
65-1230 Mamalahoa Hwy B-20, Kamuela, HI, 96743 EIN 99-0230079 Since 1984
Revenue (FY2024)
$211K
▼ 5.3% vs prior year
Expenses (FY2024)
$192K
Net assets
$4.0M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Anna Perry-fiske Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating252 mo reserves · +9% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Anna Perry-fiske Charitable Trust: 252 mo reserves · +9% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Anna Perry-fiske Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Anna Perry-fiske Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
Financial trends
Revenue grew from $77K (FY2013) to $211K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $16KNet assets $4.0M
Operating margin
9.1%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$4.0M
Total liabilities
$16K
Net assets
$4.0M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $211,002▼5.3% | $191,815▼12.0% | $4,023,042▲0.5% | $4,038,791▲0.8% | 990PF |
| 2023 | $222,928▲20.2% | $217,981▲17.6% | $4,003,855▲0.1% | $4,006,211▲0.1% | 990PF |
| 2022 | $185,405▲73.1% | $185,369▲26.9% | $3,998,908 | $4,001,264 | 990PF |
| 2021 | $107,091▲4.1% | $146,121▼26.7% | $3,998,872▼1.0% | $4,001,228▼0.9% | 990PF |
| 2020 | $102,827▼31.6% | $199,351▲3.7% | $4,037,902▼2.3% | $4,037,902▼2.3% | 990PF |
| 2019 | $150,364▲16.9% | $192,253▲4.2% | $4,134,426▼1.0% | $4,134,426▼1.0% | 990PF |
| 2018 | $128,626▼15.1% | $184,489▲5.7% | $4,176,315▼1.3% | $4,176,315▼1.3% | 990PF |
| 2017 | $151,585▲39.1% | $174,517▼1.1% | $4,232,178▼0.5% | $4,232,372▼0.5% | 990PF |
| 2016 | $108,993▲6.3% | $176,461▼0.5% | $4,255,110▼1.6% | $4,255,274▼1.6% | 990PF |
| 2015 | $102,486▼25.9% | $177,326▼1.6% | $4,322,578▼1.7% | $4,322,920▼1.7% | 990PF |
| 2014 | $138,341▲78.7% | $180,163▲21.2% | $4,397,418▼0.9% | $4,397,570▼1.0% | 990PF |
| 2013 | $77,428 | $148,682▼17.4% | $4,439,240▼1.6% | $4,440,012▼1.6% | 990PF |
| 2012 | — | $179,944▼33.5% | $4,510,494▼2.5% | $4,510,565▼2.5% | 990PF |
| 2011 | — | $270,742 | $4,626,239 | $4,626,239 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Frequently asked questions
- Is Anna Perry-fiske Charitable Trust a legitimate nonprofit?
- Yes. Anna Perry-fiske Charitable Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 99-0230079, based in Kamuela, Hawaii. Donations are tax-deductible.
- What is Anna Perry-fiske Charitable Trust's EIN?
- Anna Perry-fiske Charitable Trust's Employer Identification Number (EIN) is 99-0230079.
- How much revenue does Anna Perry-fiske Charitable Trust report?
- Anna Perry-fiske Charitable Trust reported $211,002 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Anna Perry-fiske Charitable Trust have?
- CharityIndex grades Anna Perry-fiske Charitable Trust C+, based on financial health (reserves and operating margin).
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Data for Anna Perry-fiske Charitable Trust (EIN 99-0230079) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.