Civic Intelligence

Koons-Brady Charitable Foundation

990PF • Fiscal year 2023 • EIN 33-0862047

Jan 01, 2023 to Dec 31, 2023 • Filed on May 17, 2024

Organization Profile
425 Junipero WaySan Luis Obispo, CA 93401

(805) 439-2445

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

8th percentile

-127%

Higher net margin than 8% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

34th percentile

-7.1%

Faster asset growth than 34% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

75th percentile

33%

Faster revenue growth than 75% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$53,509

Down $4,119 (-7.1%) from 2022

Net Assets

Down

$53,509

Down $4,119 (-7.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin8th percentile

Revenue

Up

$3,241

Up $812 (+33%) from 2022

Expenses

Up

$7,360

Up $271 (+3.8%) from 2022

Net Income

Up

-$4,119

Up $541 (+12%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$80K$60K$40K$20K$0Assets 2020: $77,241Liabilities 2020: $0Net Assets 2020: $77,2412020Assets 2022: $57,628Liabilities 2022: $0Net Assets 2022: $57,6282022Assets 2023: $53,509Liabilities 2023: $0Net Assets 2023: $53,5092023

Highlighted filing

2023

Assets$53,509
Liabilities$0
Net Assets$53,509
Open 2023 Filing

Operations Trend

Revenue Growth75th percentile

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

$20K$10K$0-$10K-$20KRevenue 2020: $4,560Expenses 2020: $17,166Net Income 2020: -$12,6062020Revenue 2022: $2,429Expenses 2022: $7,089Net Income 2022: -$4,6602022Revenue 2023: $3,241Expenses 2023: $7,360Net Income 2023: -$4,1192023

Highlighted filing

2023

Revenue$3,241
Expenses$7,360
Net Income-$4,119
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 17, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN BARNARD BRADYPresident & C-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHERITAGE FOUNDATIONCHARITABLEPCPASO ROBLES, CA, US$2,000
Paid GrantRANCHO COASTAL HUMANE SOCIETYCHARITABLEPCENCINITAS, CA, US$1,000
Paid GrantLEUKEMIA LYMPHOMA SOCIETYCHARITABLEPCRYE BROOK, NY, US$500
Paid GrantLIONS TIGERS & BEARSCHARITABLEPCALPINE, CA, US$500
Paid GrantNO KIDS HUNGRYCHARITABLEPCWASHINTON, DC, US$500
Paid GrantWOODS HUMANE SOCIETYCHARITABLEPCSAN LUIS OBISPO, CA, US$400
Filing and Contact Details

Filer

Filer Name
Koons-brady Charitable Foundation
EIN
33-0862047
Phone
8054392445
Address
425 JUNIPERO WAY, SAN LUIS OBISPO, CA 93401

Signing Officer

Name
Joan Barnard Brady
Title
Secretary/CFO
Phone
8054392445
Signed
2024-05-17
Discuss with paid preparer
Yes

Preparer

Firm
Longcrier & Associates Cpas Llp
Address
100 CROSS ST SUITE 103, SAN LUIS OBISPO, CA 93401-7570
Preparer
Jayme Phillips
Phone
8055412500
Raw XML Appendix326 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/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt083
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt019266
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013453
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04900
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
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TaxesSchedule/TaxesDetail/Amt025
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN BARNARD BRADY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum08054392445
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KOONS-BRADY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KOON
ReturnHeader/Filer/EIN0330862047
ReturnHeader/Filer/PhoneNum08054392445
ReturnHeader/Filer/USAddress/AddressLine1Txt0425 JUNIPERO WAY
ReturnHeader/Filer/USAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093401
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810718703
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LONGCRIER & ASSOCIATES CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 CROSS ST SUITE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0934017570
ReturnHeader/PreparerPersonGrp/PhoneNum08055412500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAYME PHILLIPS
ReturnHeader/ReturnTs02024-05-21T12:19:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARNARD BRADY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,509
Liabilities
$0
Net assets
$53,509
Revenue
$3,241
Expenses
$7,360
Net income
-$4,119
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$53.5$0.00$53.5$3.24$7.36$4.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.6$0.00$57.6$2.43$7.09$4.66
2020Detailed filing. Detailed filing data is available for this year.$77.2$0.00$77.2$4.56$17.2$12.6