Civic Intelligence

Kolasa Foundation Trust

990PF • Fiscal year 2023 • EIN 65-6318409

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 24, 2024

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.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

3rd percentile

-258%

Higher net margin than 3% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

30th percentile

$59,605

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 38.3% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

19th percentile

-3.5%

Faster asset growth than 19% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$11,111,200

Down $400,401 (-3.5%) from 2022

Net Assets

Down

$11,111,200

Down $400,401 (-3.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin3rd percentile

Revenue

Down

$155,632

Down $7,013,097 (-98%) from 2022

Expenses

Down

$556,442

Down $117,988 (-17%) from 2022

Net Income

Down

-$400,810

Down $6,895,109 (-106%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2023

Assets$11,111,200
Liabilities$0
Net Assets$11,111,200
Open 2023 Filing

Operations Trend

Revenue Growth1st 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

2023

Revenue$155,632
Expenses$556,442
Net Income-$400,810
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 24, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BESSEMER TRUSTTrustee-$59,605-$59,605
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
2024-04-24
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66130.00 CDW CORP/DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67171.00 KEYSIGHT TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68159.00 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69580.00 ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7090.00 GARTNER INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71119.00 NICE LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7261.00 ASML HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73934.00 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7437.00 ASM INTERNATIONAL NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7548.00 SYNOPSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76599.00 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7768.00 MANHATTAN ASSOCIATES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78194.00 MOTOROLA SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79523.00 MARVELL TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80342748.25 OW LARGE CAP STRATEGIES FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81140.00 SHERWIN-WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82146.00 VULCAN MATERIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83790.00 ISHARES CHINA LRGE-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84373.00 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85128105.55 OW SMALL & MIDCAP STRAT FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86520.00 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87505.00 AMEREN CORP
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0156792
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0155632
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt039737
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt059605
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0496020
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0496020
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0156792
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0156792
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-400810
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01166139
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1160
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0116704
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0351
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0817
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0515888
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt040088
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0556442
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0156792
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0155632
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt019868
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt040088
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt060422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01167299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01166069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-1160
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-400810
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0409
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt011111200
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt011511601
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt011111200
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0628261
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0628261
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0628261
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0629883
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01622
IRS990PF/DistributableAmountGrp/TotalTaxAmt01622
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt010051
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt011673
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01622
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt010051
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01622
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01622
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt011673
IRS990PF/FMVAssetsEOYAmt013502094
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01024712
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01024712
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt011310945
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt010990496
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt013381390
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt010486889
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt010086488
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0200656
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0120704
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0120704
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt011511601
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011111200
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt013502094
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt011511601
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011111200
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt011511601
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt011111200
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012789494
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0127422
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt012662072
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0191842
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt012597652
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012789494
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BESSEMER TRUST
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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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0515888
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0515888
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

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$11,111,200
Liabilities
$0
Net assets
$11,111,200
Revenue
$155,632
Expenses
$556,442
Net income
-$400,810
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