Civic Intelligence

Kolasa Foundation Trust

990PF • Fiscal year 2022 • EIN 65-6318409

Jan 01, 2022 to Dec 31, 2022 • Filed on May 10, 2023

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

19th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

95th percentile

91%

Higher net margin than 95% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

30th percentile

$55,600

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

97th percentile

129%

Faster asset growth than 97% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

94th percentile

153%

Faster revenue growth than 94% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$11,511,601

Up $6,494,384 (+129%) from 2021

Net Assets

Up

$11,511,601

Up $6,494,384 (+129%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin95th percentile

Revenue

Up

$7,168,729

Up $4,333,591 (+153%) from 2021

Expenses

Up

$674,430

Up $334,055 (+98%) from 2021

Net Income

Up

$6,494,299

Up $3,999,536 (+160%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth97th 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

2022

Assets$11,511,601
Liabilities$0
Net Assets$11,511,601
Open 2022 Filing

Operations Trend

Revenue Growth94th 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

2022

Revenue$7,168,729
Expenses$674,430
Net Income$6,494,299
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BESSEMER TRUSTTrustee-$55,600-$55,600
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
2023-05-10
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60302.00 WILLSCOT MOBILE MINI HOLDI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm611080.00 HOWMET AEROSPACE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62185.00 LINCOLN ELEC HLDG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63215.00 EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6454.00 SYNOPSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6595.00 NICE LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66430.00 ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67130.00 CDW CORP/DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6844.00 ASM INTERNATIONAL NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69275.00 TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70731.00 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71110.00 KEYSIGHT TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7268.00 ASML HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73100.00 WEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74395.00 AMPHENOL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75169.00 MOTOROLA SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7645.00 PAYCOM SOFTWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77490.00 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm781045.00 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79175.00 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8054.00 SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8122.00 ASPEN TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82348565.59 OW LARGE CAP STRATEGIES FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83320.00 VULCAN MATERIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84560.00 ISHARES CHINA LRGE-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8560.00 S&P 500 DEP RCPTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86189.00 AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87345.00 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8867.00 JONES LANG LASALLE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89128105.55 OW SMALL & MIDCAP STRAT FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90540.00 AMEREN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91320.00 NEXTERA ENERGY INC
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0674430
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0118442
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt07168729
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt018825
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt037367
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt079910
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0292
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0292
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-359334
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-359319
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt06494299
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt08
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt093
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05017217
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt011511601
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0601733
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01127
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt011673
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt012800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01127
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt011673
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01127
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01127
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt012800
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IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01024712
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01024712
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt062936
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04954281
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt011310945
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt011737260
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt010486889
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0200656
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0200656
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt012038601
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0222 ROYAL PALM WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PALM BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033480
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IRS990PF/Organization501c3ExemptPFInd0X

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,511,601
Liabilities
$0
Net assets
$11,511,601
Revenue
$7,168,729
Expenses
$674,430
Net income
$6,494,299
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