Civic Intelligence

Kolasa Foundation Trust

990PF • Fiscal year 2021 • EIN 65-6318409

Jan 01, 2021 to Dec 31, 2021 • Filed on May 12, 2022

Organization Profile
222 Royal Palm WayPalm Beach, FL 33480

(516) 508-9623

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

96th percentile

88%

Higher net margin than 96% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

36th percentile

$15,253

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

95th percentile

99%

Faster asset growth than 95% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

81st percentile

88%

Faster revenue growth than 81% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,017,217

Up $2,494,662 (+99%) from 2020

Net Assets

Up

$5,017,217

Up $2,494,662 (+99%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin96th percentile

Revenue

Up

$2,835,138

Up $1,326,626 (+88%) from 2020

Expenses

Up

$340,375

Up $98,650 (+41%) from 2020

Net Income

Up

$2,494,763

Up $1,227,976 (+97%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$15M$10M$5.0M$0Assets 2011: $617,733Liabilities 2011: $02011Assets 2012: $411,767Liabilities 2012: $02012Assets 2013: $390,175Liabilities 2013: $02013Assets 2014: $379,125Liabilities 2014: $02014Assets 2015: $357,061Liabilities 2015: $02015Assets 2019: $1,024,585Liabilities 2019: $0Net Assets 2019: $1,024,5852019Assets 2020: $2,522,555Liabilities 2020: $0Net Assets 2020: $2,522,5552020Assets 2021: $5,017,217Liabilities 2021: $0Net Assets 2021: $5,017,2172021Assets 2022: $11,511,601Liabilities 2022: $0Net Assets 2022: $11,511,6012022Assets 2023: $11,111,200Liabilities 2023: $0Net Assets 2023: $11,111,2002023Assets 2024: $11,300,175Liabilities 2024: $0Net Assets 2024: $11,300,1752024

Highlighted filing

2021

Assets$5,017,217
Liabilities$0
Net Assets$5,017,217
Open 2021 Filing

Operations Trend

Revenue Growth81st percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $71,794Expenses 2011: $30,315Net Income 2011: $41,4792011Revenue 2012: $67,833Expenses 2012: $13,452Net Income 2012: $54,3812012Revenue 2013: $10,843Expenses 2013: $32,435Net Income 2013: -$21,5922013Revenue 2014: $19,460Expenses 2014: $30,510Net Income 2014: -$11,0502014Revenue 2015: $9,329Expenses 2015: $31,393Net Income 2015: -$22,0642015Revenue 2019: $607,928Expenses 2019: $62,383Net Income 2019: $545,5452019Revenue 2020: $1,508,512Expenses 2020: $241,725Net Income 2020: $1,266,7872020Revenue 2021: $2,835,138Expenses 2021: $340,375Net Income 2021: $2,494,7632021Revenue 2022: $7,168,729Expenses 2022: $674,430Net Income 2022: $6,494,2992022Revenue 2023: $155,632Expenses 2023: $556,442Net Income 2023: -$400,8102023Revenue 2024: $961,586Expenses 2024: $782,118Net Income 2024: $179,4682024

Highlighted filing

2021

Revenue$2,835,138
Expenses$340,375
Net Income$2,494,763
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BESSEMER TRUSTTrustee-$15,253-$15,253
Filing and Contact Details

Filer

Filer Name
Kolasa Foundation Trust
EIN
65-6318409
Phone
5165089623
Address
222 ROYAL PALM WAY, PALM BEACH, FL 33480

Signing Officer

Name
Marianna Kopach
Title
Corporate Trustee
Phone
5465089648
Signed
2022-05-12
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0948218
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0875363
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt05084
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt010168
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt015253
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0325020
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0325020
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01886920
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt053615
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt053615
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02494763
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02209312
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0875363
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0918787
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt019240
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt023
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0102
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0330104
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010191
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0340375
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0928978
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02835138
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05084
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010191
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt015355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01333949
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0672195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1203168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0672195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1203168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02006144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1203168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLCILY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0875363
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02494763
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0101
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05017318
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02522555
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05017217
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0284834
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0284834
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0284834
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0297605
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt012771
IRS990PF/DistributableAmountGrp/TotalTaxAmt012771
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02364
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt012771
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt012771
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt012771
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt010407
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02364
IRS990PF/FMVAssetsEOYAmt06163520
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01024712
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01024712
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt024081
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt062936
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt062936
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02498474
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04954281
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06100584
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01497843
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03992505
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02522555
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05017217
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06163520
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02522555
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05017217
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02522555
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05017217
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06042738
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt073191
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05969547
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt090641
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0297605
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05952097
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06042738
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt015253
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BESSEMER TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0222 ROYAL PALM WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PALM BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033480
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0330104
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0330104
IRS990PF/PFStatusTermSect507b1AInd0X
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BESSEMER TRUST

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,017,217
Liabilities
$0
Net assets
$5,017,217
Revenue
$2,835,138
Expenses
$340,375
Net income
$2,494,763
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.96$0.78$0.18
2023Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.16$0.56$0.40
2022Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$7.17$0.67$6.49
2021Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$2.84$0.34$2.49
2020Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$1.51$0.24$1.27
2019Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.61$0.06$0.55
2015Summary only. Only limited summary data is available for this year.$0.36$0.00$0.01$0.03$0.02
2014Summary only. Only limited summary data is available for this year.$0.38$0.00$0.02$0.03$0.01
2013Summary only. Only limited summary data is available for this year.$0.39$0.00$0.01$0.03$0.02
2012Summary only. Only limited summary data is available for this year.$0.41$0.00$0.07$0.01$0.05
2011Summary only. Only limited summary data is available for this year.$0.62$0.00$0.07$0.03$0.04