Civic Intelligence

The Koa Foundation Co Richard and Holly Nagatoshi

990PF • Fiscal year 2018 • EIN 20-2064229

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 22, 2019

Organization Profile
22287 Mulholland Hwy 304Calabasas, CA 91302

(310) 552-1600

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

94th percentile

127%

Faster asset growth than 94% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

100%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$41,909

Up $23,425 (+127%) from 2017

Net Assets

Up

$41,909

Up $23,425 (+127%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin89th percentile

Revenue

Up

$54,342

Up $27,171 (+100%) from 2017

Expenses

Up

$30,917

Up $14,605 (+90%) from 2017

Net Income

Up

$23,425

Up $12,566 (+116%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2018

Assets$41,909
Liabilities$0
Net Assets$41,909
Open 2018 Filing

Operations Trend

Revenue Growth92nd 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

2018

Revenue$54,342
Expenses$30,917
Net Income$23,425
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 22, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th 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
22287 MULHOLLAND HWY 304, CALABASAS, CA 91302

Signing Officer

Name
Richard H Nagatoshi
Title
President
Signed
2019-07-22
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 Appendix225 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0334
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HOLLY NAGATOSHI
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01880 CENTURY PARK EAST STE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ANGELES
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum03105521600
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0RICHARD NAGATOSHI
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1HOLLY NAGATOSHI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt014700
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CHAMINADE SCHOOL FOUNDATION
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012819
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt032476
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010064
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt016576
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012819
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt095483
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt081881
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0NAGATOSHI CHARITABLE LEAD TRUST
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LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt082
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt082
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD H NAGATOSHI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-22
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/AddressLine1Txt022287 MULHOLLAND HWY 304
ReturnHeader/Filer/USAddress/CityNm0CALABASAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091302
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0651210974
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/ReturnTs02019-07-22T11:02:06-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,909
Liabilities
$0
Net assets
$41,909
Revenue
$54,342
Expenses
$30,917
Net income
$23,425
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