Overview
What is Csi Trust Company?
Csi Trust Company is a nonprofit organization based in Honolulu, Hawaii, specifically at 1001 Bishop St ASB Tower 2305. Their primary mission is to support the elderly and infirm by managing their finances and providing various related services. These services include bank reconciliations, bill paying, asset collection, and acting as a liaison between the individuals and their caregivers, case managers, and family members. The company also offers fiduciary services, ensuring the responsible management of their clients' financial affairs. With a staff of nine dedicated individuals, Csi Trust Company aims to make financial management easier and less stressful for the elderly and infirm.
Official website here: www.csitrustcompany.org
Is Csi Trust Company legitimate?
Csi Trust Company is a legitimate nonprofit organization registered as a 501(c)(3) entity. Csi Trust Company submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.
Here are some key statistics you may want to consider:
Executive Compensation: $122,001
Professional Fundraising Fees: $0
Other Salaries and Wages: $356,031
For more financial information, click here
What is the mission statement of Csi Trust Company?
Csi Trust Company's mission is centered around assisting the elderly and infirm by managing their finances and banking affairs. This includes tasks such as bookkeeping, bank reconciliations, and daily money management. Additionally, they provide fiduciary services to ensure the proper management of their clients' assets. The company acts as a liaison between their clients and their caregivers, case managers, and family members, ensuring that everyone is on the same page regarding financial matters. Their goal is to ease the financial burden and complexity for those who may struggle with these tasks due to age or infirmity.
Official website here: www.csitrustcompany.org
Who is the CEO of Csi Trust Company?
Daniel Shelverton is the President of Csi Trust Company.
Official website here: www.csitrustcompany.org
What is the revenue of Csi Trust Company?
Who are the executives of Csi Trust Company and what are their salaries?
The average compensation at Csi Trust Company during 2022 was $53,115. There are 9 employees at Csi Trust Company.
Here are 7 key members and their salaries:
- Daniel Shelverton (Executive Director)
- Wesley Hiyane (President) [Trustee/Director]
- Keali'I Lopez (Vice-President) [Trustee/Director]
- Jennifer Okubo-Polido (Treasurer) [Trustee/Director]
- Craig Kugisaki (Secretary) [Trustee/Director]
- Michael Masuda (Director)
- Edward Wong (Director)
Official website here: www.csitrustcompany.org
Where can I find the form 990 for Csi Trust Company?
The Csi Trust Company’s most recent form 990 was submitted in 2022 and can be accessed here
Official website here: www.csitrustcompany.org
Learn more at the official website: www.csitrustcompany.org
Mission Statement of Csi Trust Company
Csi Trust Company, a nonprofit organization, is dedicated to assisting the elderly and infirm individuals with their financial management. The mission of this organization revolves around providing essential services such as bookkeeping, bank reconciliations, and daily money management. Beyond these financial tasks, Csi Trust Company also offers fiduciary services, acting as a liaison between the elderly or infirm individuals, their caregivers, case managers, and family members. Their goal is to ensure that these vulnerable individuals can manage their finances effectively, leading to improved financial stability and peace of mind.
Impact
This information is meant to be a general summary of Csi Trust Company. Please take the time to review official sources before making any decisions based upon the content provided here.
Sunday, July 21, 2024
Csi Trust Company has a significant impact on the well-being of elderly and infirm individuals by providing essential services such as bookkeeping, bank reconciliation, daily money management, and fiduciary services. By acting as a liaison with caregivers, case managers, and family members, Csi Trust Company ensures that these vulnerable individuals receive the financial support and assistance they need to maintain their financial security and independence. Their commitment to human services in Honolulu, HI, reflects their dedication to improving the lives of those in need within their community.
Financials
This financial information is from Propublica.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2022.
- Assets and Liabilities:
Programs
Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.
CLIENT FEES
Revenue
$1,033,429
Organization Details
Founding Year
1989
Phone
(808) 538-0353
Principal Officer
Daniel Shelverton
Main Address
1001 BISHOP ST ASB TOWER 2305, HONOLULU, HI, 96813
Website
www.csitrustcompany.org
NTEE Category
Code: P81 - Human services
If you are a representative of Csi Trust Company and wish to learn more about how Give Freely can help you raise funds, please click here: https://givefreely.com/nonprofits/. Our services are offered at no cost to your organization.