Civic Intelligence

Kolasa Foundation Trust

990PF • Fiscal year 2024 • EIN 65-6318409

Jan 01, 2024 to Dec 31, 2024 • Filed on May 08, 2025

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.

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

68th percentile

19%

Higher net margin than 68% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

31st percentile

$65,019

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

39th percentile

1.7%

Faster asset growth than 39% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

518%

Faster revenue growth than 97% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$11,300,175

Up $188,975 (+1.7%) from 2023

Net Assets

Up

$11,300,175

Up $188,975 (+1.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin68th percentile

Revenue

Up

$961,586

Up $805,954 (+518%) from 2023

Expenses

Up

$782,118

Up $225,676 (+41%) from 2023

Net Income

Up

$179,468

Up $580,278 (+145%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2024

Assets$11,300,175
Liabilities$0
Net Assets$11,300,175
Open 2024 Filing

Operations Trend

Revenue Growth97th 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

2024

Revenue$961,586
Expenses$782,118
Net Income$179,468
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BESSEMER TRUSTTrustee-$65,019-$65,019
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
2025-05-08
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58149.00 BWX TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59602.00 WILLSCOT HOLDINGS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60213.00 BOOZ ALLEN HAMILTON HLDGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61428.00 COPART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62101.00 EQUIFAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63784.00 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6441.00 ASML HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm651434.00 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66128.00 NXP SEMICONDUCTORS NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67524.00 FORTINET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68111.00 MANHATTAN ASSOCIATES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69499.00 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70168.00 NICE LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71141.00 MOTOROLA SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7217.00 ASM INTERNATIONAL NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73159.00 ENTEGRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74228.00 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75163.00 CDW CORP/DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76202.00 KEYSIGHT TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77118.00 GARTNER INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7814.00 CONSTELLATION SOFTWARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm791416.00 CCC INTELLIGENT SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80567.00 MARVELL TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81170.00 APPLIED MATERIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82343987.18 OW LARGE CAP STRATEGIES FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83358.00 CRH PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84135.00 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85183.00 CBRE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8683.00 SBA COMMUNICATIONS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87131931.01 OW SMALL & MIDCAP STRAT FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88140.00 UTILITIES SELECT SECT SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89448.00 AMEREN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90464.00 NEXTERA ENERGY INC
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0795853
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt021673
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt043346
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt065019
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0716200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0716200
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0165733
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0165733
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0179468
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02283445
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0795853
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0917870
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0370
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0899
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0737873
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt043716
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0782118
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0961586
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0961586
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt021673
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt043716
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt065918
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01487592
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0387865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1407988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0387865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1407988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01875457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1407988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0795853
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0179468
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0493
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt010000
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt011300668
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt011111200
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt011300175
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0723577
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0713577
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0723577
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0726335
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt010000
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt012758
IRS990PF/DistributableAmountGrp/TotalTaxAmt012758
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010051
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt012758
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt012758
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt012758
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02707
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010051
IRS990PF/FMVAssetsEOYAmt014964446
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0284
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0284
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0284
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01024712
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01024712
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01439066
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01439066
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01400373
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt09551430
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt09759437
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt013462401
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt010275463
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0120704
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0101388
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0101388
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011300175
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt014964446
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt011111200
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011300175
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt011300175
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt014659361
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0221219
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0726335
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt014526705
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt014747924
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt065019
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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,300,175
Liabilities
$0
Net assets
$11,300,175
Revenue
$961,586
Expenses
$782,118
Net income
$179,468
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