Civic Intelligence

The Koa Foundation Co Richard and Holly Nagatoshi

990PF • Fiscal year 2014 • EIN 20-2064229

Jan 01, 2014 to Dec 31, 2014 • Filed on May 14, 2015

Organization Profile
23679 Calabasas Road 321Calabasas, CA 91302

(310) 552-1600

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

84th percentile

39%

Faster asset growth than 84% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

48th percentile

0.0%

Faster revenue growth than 48% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$22,183

Up $6,244 (+39%) from 2013

Net Assets

Up

$22,183

Up $6,244 (+39%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin79th percentile

Revenue

Flat

$27,172

Flat from 2013

Expenses

Down

$20,928

Down $20,524 (-50%) from 2013

Net Income

Up

$6,244

Up $20,524 (+144%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$100K$50K$0Assets 2011: $39,920Liabilities 2011: $0Net Assets 2011: $39,9202011Assets 2012: $30,219Liabilities 2012: $0Net Assets 2012: $30,2192012Assets 2013: $15,939Liabilities 2013: $0Net Assets 2013: $15,9392013Assets 2014: $22,183Liabilities 2014: $0Net Assets 2014: $22,1832014Assets 2015: $25,050Liabilities 2015: $0Net Assets 2015: $25,0502015Assets 2016: $7,625Liabilities 2016: $0Net Assets 2016: $7,6252016Assets 2017: $18,484Liabilities 2017: $0Net Assets 2017: $18,4842017Assets 2018: $41,909Liabilities 2018: $0Net Assets 2018: $41,9092018Assets 2019: $49,894Liabilities 2019: $0Net Assets 2019: $49,8942019Assets 2020: $28,989Liabilities 2020: $0Net Assets 2020: $28,9892020Assets 2021: $58,892Liabilities 2021: $0Net Assets 2021: $58,8922021Assets 2022: $64,371Liabilities 2022: $0Net Assets 2022: $64,3712022Assets 2023: $73,318Liabilities 2023: $0Net Assets 2023: $73,3182023Assets 2024: $86,024Liabilities 2024: $0Net Assets 2024: $86,0242024

Highlighted filing

2014

Assets$22,183
Liabilities$0
Net Assets$22,183
Open 2014 Filing

Operations Trend

Revenue Growth48th percentile

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

$60K$40K$20K$0-$20K-$40KExpenses 2011: $41,5792011Expenses 2012: $36,8872012Revenue 2013: $27,172Expenses 2013: $41,452Net Income 2013: -$14,2802013Revenue 2014: $27,172Expenses 2014: $20,928Net Income 2014: $6,2442014Revenue 2015: $27,171Expenses 2015: $24,304Net Income 2015: $2,8672015Revenue 2016: $0Expenses 2016: $17,425Net Income 2016: -$17,4252016Revenue 2017: $27,171Expenses 2017: $16,312Net Income 2017: $10,8592017Revenue 2018: $54,342Expenses 2018: $30,917Net Income 2018: $23,4252018Revenue 2019: $27,171Expenses 2019: $19,186Net Income 2019: $7,9852019Revenue 2020: $4Expenses 2020: $20,909Net Income 2020: -$20,9052020Revenue 2021: $54,343Expenses 2021: $24,440Net Income 2021: $29,9032021Revenue 2022: $27,239Expenses 2022: $21,760Net Income 2022: $5,4792022Revenue 2023: $27,417Expenses 2023: $18,470Net Income 2023: $8,9472023Revenue 2024: $29,297Expenses 2024: $16,591Net Income 2024: $12,7062024

Highlighted filing

2014

Revenue$27,172
Expenses$20,928
Net Income$6,244
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD NAGATOSHIDirector/Pres.-$0--
HOLLY NAGATOSHIDirector/Sec'Y-$0--
Filing and Contact Details

Filer

Filer Name
The Koa Foundation
EIN
20-2064229
Phone
3105521600
Address
23679 CALABASAS ROAD 321, CALABASAS, CA 91302

Signing Officer

Name
Richard H Nagatoshi
Title
President
Signed
2015-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Gerber & Co Inc
Address
1880 CENTURY PARK EAST SUITE 200, LOS ANGELES, CA 90067-1602
Preparer
Selwyn Gerber
Phone
3105521600
Raw XML Appendix279 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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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt028899
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt031519
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt025497
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09536
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt09536
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0131210
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012819
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt032476
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt028899
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt031519
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt025497
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012819
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0140746
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0127927
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0NAGATOSHI CHARITABLE LEAD TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt023679 CALABASAS RD 321
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CALABASAS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd091302
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt027170
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt01907
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0DOCUMENT PREPARATION
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01907
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ACCOUNT MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2STATE TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt083
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt083
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt210
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD H NAGATOSHI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KOA FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO RICHARD AND HOLLY NAGATOSHI
ReturnHeader/Filer/BusinessNameControlTxt0KOAF
ReturnHeader/Filer/EIN0202064229
ReturnHeader/Filer/PhoneNum03105521600
ReturnHeader/Filer/USAddress/AddressLine1Txt023679 CALABASAS ROAD 321
ReturnHeader/Filer/USAddress/CityNm0CALABASAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091302
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gerber & Co Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01880 CENTURY PARK EAST SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0900671602
ReturnHeader/PreparerPersonGrp/PhoneNum03105521600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Selwyn Gerber
ReturnHeader/ReturnTs02015-05-14T09:41:24-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$22,183
Liabilities
$0
Net assets
$22,183
Revenue
$27,172
Expenses
$20,928
Net income
$6,244
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$86.0$0.00$86.0$29.3$16.6$12.7
2023Detailed filing. Detailed filing data is available for this year.$73.3$0.00$73.3$27.4$18.5$8.95
2022Detailed filing. Detailed filing data is available for this year.$64.4$0.00$64.4$27.2$21.8$5.48
2021Detailed filing. Detailed filing data is available for this year.$58.9$0.00$58.9$54.3$24.4$29.9
2020Detailed filing. Detailed filing data is available for this year.$29.0$0.00$29.0$0.00$20.9$20.9
2019Detailed filing. Detailed filing data is available for this year.$49.9$0.00$49.9$27.2$19.2$7.99
2018Detailed filing. Detailed filing data is available for this year.$41.9$0.00$41.9$54.3$30.9$23.4
2017Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$27.2$16.3$10.9
2016Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$0.00$17.4$17.4
2015Detailed filing. Detailed filing data is available for this year.$25.1$0.00$25.1$27.2$24.3$2.87
2014Detailed filing. Detailed filing data is available for this year.$22.2$0.00$22.2$27.2$20.9$6.24
2013Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$27.2$41.5$14.3
2012Detailed filing. Detailed filing data is available for this year.$30.2$0.00$30.2$36.9
2011Detailed filing. Detailed filing data is available for this year.$39.9$0.00$39.9$41.6