2025-11-05T16:37:08-05:00 2024-12-31 300999399 CLIFFORD ISARA CPA LLC 1150 S KING ST STE 605 HONOLULU HI 96814 990 2024-01-01 990262794 CSI TRUST COMPANY CSIT 8085380353 1001 BISHOP ST- ASB TOWER STE 1330 HONOLULU HI 96813 DANIEL SHELVERTON EXECUTIVE DIRECTOR 8085380353 2025-11-05 false CLIFFORD K ISARA P01256282 8085971337 2025-11-05 2024 2025-03-06 01:10:19Z DANIEL SHELVERTON 1509503 false X WWW.CSITRUSTCOMPANY.ORG X 1989 HI ASSIST ELDERLY AND INFIRM WITH BOOKKEEPING, BANK RECONCILIATIONS, DAILY MONEY MANAGEMENT AND PROVIDE FIDUCIARY SERVICES. 6 6 11 0 0 894617 1407640 102606 101863 313 0 997536 1509503 0 0 570003 648777 0 0 420712 386056 990715 1034833 6821 474670 2810997 3218091 171396 103820 2639601 3114271 ASSIST ELDERLY AND INFIRM WITH BOOKKEEPING, BANK RECONCILIATIONS, DAILY MONEY MANAGEMENT AND PROVIDE FIDUCIARY SERVICES. false false 569881 1407640 TO ASSIST ELDERLY AND INFIRM WITH MONEY MANAGEMENT AND OTHER SERVICES SUCH AS BANK RECONCILIATIONS, BILL PAYING, ASSET COLLECTION, FIDUCIARY SERVICES AND ACT AS LIAISON WITH CARE GIVERS, CASE MANAGERS AND FAMILY MEMBERS. 569881 true false false false false false false false false false true false false false true false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 5 0 false 11 true false false false false false false false false false false false false false false X 6 6 false false false false false false false true true false false true false false true false false false THE ORGANIZATION 8085380353 1001 BISHOP ST ASB TOWER 2305 HONOLULU HI 96813 DANIEL SHELVERTON EXECUTIVE DI 40.00 X 125095 0 0 TIFFANNY HIGA-DOI DIRECTOR 2.00 X X 0 0 0 WESLEY HIYANE PRESIDENT 2.00 X X 0 0 0 KEALI'I LOPEZ VICE-PRESIDE 2.00 X X 0 0 0 EDWARD WONG DIRECTOR 2.00 X X 0 0 0 JENNIFER OKUBO-POLIDO TREASURER 2.00 X X 0 0 0 125095 1 false false false CLIENT FEES 1407640 1407640 1407640 101863 101863 1509503 1407640 101863 125095 66701 58394 394352 210288 184064 5558 2967 2591 78646 41934 36712 45126 24063 21063 294 157 137 86139 45933 40206 43039 22950 20089 48914 26083 22831 9298 4958 4340 27023 14410 12613 FACILITIES 117532 62672 54860 BAD DEBT EXPENSE 38137 38137 TELEPHONE 6871 3664 3207 MISCELLANEOUS 2956 1576 1380 5853 3388 2465 1034833 569881 464952 0 1654044 1346635 621271 1366377 359694 413153 21681 20265 91652 79974 20249 11678 134058 59983 2810997 3218091 44349 50848 127047 52972 171396 103820 X 2639601 3114271 2639601 3114271 2810997 3218091 474670 X false true X true false X 29003 112959 188 142150 880921 895198 1033429 894617 1407640 5111805 909924 1008157 1033617 894617 1407640 5253955 5253955 36091 76920 47347 102606 101425 364389 36091 76920 47347 102606 101425 364389 100863 100863 146 253 313 712 946015 1085223 1081217 997536 1609928 5719919 0.91850 0.93490 0.06000 0.06000 X PART III, LINE 12 712 41407 38639 2768 50245 41335 8910 11678 CLIENT TRUST ACCOUNT 52972 52972 1509503 1509503 1509503 1034833 1034833 1034833 FORM 990, PAGE 6, PART VI, LINE 11B A DRAFT COPY OF FORM 990 ARE PRESENTED TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW, COMMENT AND APPROVAL PRIOR TO ISSUANCE. FORM 990, PAGE 6, PART VI, LINE 19 NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC