Civic Intelligence

Coda Alliance

990EZ • Fiscal year 2013 • EIN 77-0565107

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 30, 2014

Organization ProfileWWW.CODAALLIANCE.ORG
147 Vista Del Monte95030-6335

(408) 261-9444

Siviq Scores

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

Liabilities / Assets

59th percentile

0.01x

Higher debt load relative to assets than 59% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

67th percentile

0.02x

Higher debt load relative to revenue than 67% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

86th percentile

32%

Higher net margin than 86% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

90th percentile

85%

Faster asset growth than 90% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2013

Revenue Growth

30th percentile

-12%

Faster revenue growth than 30% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2013

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$73,996

Up $62,270 (+531%) from 2010

Net Assets

Up

$73,551

Up $61,825 (+527%) from 2010

Liabilities

Up

$445

Up $445 from 2010

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin86th percentile

Revenue

Down

$27,037

Down $12,596 (-32%) from 2010

Expenses

Down

$18,269

Down $7,752 (-30%) from 2010

Net Income

Down

$8,768

Down $4,844 (-36%) from 2010

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$300K$200K$100K$0Assets 2010: $11,726Liabilities 2010: $0Net Assets 2010: $11,7262010Assets 2013: $73,996Liabilities 2013: $445Net Assets 2013: $73,5512013Assets 2014: $92,342Liabilities 2014: $6512014Assets 2015: $111,555Liabilities 2015: $460Net Assets 2015: $111,0952015Assets 2016: $133,783Liabilities 2016: $0Net Assets 2016: $133,7832016Assets 2017: $165,533Liabilities 2017: $0Net Assets 2017: $165,5332017Assets 2018: $188,045Liabilities 2018: $0Net Assets 2018: $188,0452018Assets 2019: $220,031Liabilities 2019: $0Net Assets 2019: $220,0312019Assets 2020: $214,208Liabilities 2020: $0Net Assets 2020: $214,2082020Assets 2021: $215,610Liabilities 2021: $0Net Assets 2021: $215,6102021Assets 2022: $190,915Liabilities 2022: $02022Assets 2023: $203,719Liabilities 2023: $252023

Highlighted filing

2013

Assets$73,996
Liabilities$445
Net Assets$73,551
Open 2013 Filing

Operations Trend

Revenue Growth30th percentile

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

$100K$50K$0-$50KRevenue 2010: $39,633Expenses 2010: $26,021Net Income 2010: $13,6122010Revenue 2013: $27,037Expenses 2013: $18,269Net Income 2013: $8,7682013Revenue 2014: $32,895Expenses 2014: $20,211Net Income 2014: $12,6842014Revenue 2015: $43,551Expenses 2015: $24,147Net Income 2015: $19,4042015Revenue 2016: $53,555Expenses 2016: $30,867Net Income 2016: $22,6882016Revenue 2017: $60,491Expenses 2017: $28,741Net Income 2017: $31,7502017Revenue 2018: $76,078Expenses 2018: $53,566Net Income 2018: $22,5122018Revenue 2019: $88,521Expenses 2019: $56,535Net Income 2019: $31,9862019Revenue 2020: $45,338Expenses 2020: $51,161Net Income 2020: -$5,8232020Revenue 2021: $43,968Expenses 2021: $42,566Net Income 2021: $1,4022021Revenue 2022: $34,617Expenses 2022: $59,312Net Income 2022: -$24,6952022Revenue 2023: $57,561Expenses 2023: $44,782Net Income 2023: $12,7792023

Highlighted filing

2013

Revenue$27,037
Expenses$18,269
Net Income$8,768
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 30, 2014
Return Version
2013v3.1
Gross Receipts
$43,837
Mission and Program Overview

Mission

Educate about end of life issues

Program Services

DescriptionGrantsExpenses
PROVIDE 7500 DECKS OF GO WISH CARDS TO SOCIAL WORKERS AND FAMILIES TO FACILITATE END OF LIFE DISCUSSIONS-$8,183
DEVELOP EDUCATION MATERIALS IN LANGUAGES OTHER THAN ENGLISH CURRENTLY WORKING ON SPANISH CHINESE AND JAPANESE AND IN THE PLAN TO EXPAND LANGUAGES IN THE FUTURE-$3,000
PROVIDE OUTREACHEDUCATION TO COMMUNITYCAREGIVERSMEDICAL COMMUNITY ABOUT ADVANCE CARE PLANNING THRU UTUBLEPOWERPOINTS TRAININGS PALLIATIVE CARE CONFERENCES AND WEBSITES$1,000$1,000
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY WILDEMUTHPresident-$0--
JULIE GROVESSecretary-$0--
LARRY KAVINOKYTreasurer-$0--
Filing and Contact Details

Filer

EIN
77-0565107

Signing Officer

Name
Larry Kavinoky
Title
Treasurer
Phone
4082619444
Signed
2014-04-30
Discuss with paid preparer
Yes

Preparer

Preparer
Larry Robert Kavinoky CPA Mba
Phone
6508571222
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountclergy conference 1,000sales tax 1,368ccc dues 100marketing 3,184permits 59”

Description of other assets Part II line 24

“Category beginning of year end of yeargo wish inventory 17,664 37,242”

Description of total liabilities Part II line 26

“Category beginning of year end of yearpayroll liabilities 538 445”

Raw XML Appendix155 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JULIE GROVES
IRS990EZ/BooksInCareOfDetail/PhoneNum04082619444
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10147 VISTA DEL MONTE
IRS990EZ/BooksInCareOfDetail/USAddress/City0LOS GATOS
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode095030
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt047657
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036754
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0115
IRS990EZ/CostOfGoodsSoldAmt016800
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08768
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt065321
IRS990EZ/Form990TotalAssetsGrp/EOYAmt073996
IRS990EZ/GrossProfitLossSlsOfInvntryAmt025922
IRS990EZ/GrossReceiptsAmt043837
IRS990EZ/GrossSalesOfInventoryAmt042722
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt064783
IRS990EZ/NetAssetsOrFundBalancesEOYAmt073551
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt064783
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt073551
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LARRY WILDEMUTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIE GROVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LARRY KAVINOKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt017664
IRS990EZ/OtherAssetsTotalDetail/EOYAmt037242
IRS990EZ/OtherExpensesTotalAmt05711
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATE ABOUT END OF LIFE ISSUES
IRS990EZ/PrintingPublicationsPostageAmt02598
IRS990EZ/ProgramServiceRevenueAmt01000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE OUTREACHEDUCATION TO COMMUNITYCAREGIVERSMEDICAL COMMUNITY ABOUT ADVANCE CARE PLANNING THRU UTUBLEPOWERPOINTS TRAININGS PALLIATIVE CARE CONFERENCES AND WEBSITES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE 7500 DECKS OF GO WISH CARDS TO SOCIAL WORKERS AND FAMILIES TO FACILITATE END OF LIFE DISCUSSIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2DEVELOP EDUCATION MATERIALS IN LANGUAGES OTHER THAN ENGLISH CURRENTLY WORKING ON SPANISH CHINESE AND JAPANESE AND IN THE PLAN TO EXPAND LANGUAGES IN THE FUTURE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18183
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt09960
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0538
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0445
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018269
IRS990EZ/TotalProgramServiceExpensesAmt012183
IRS990EZ/TotalRevenueAmt027037
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CODAALLIANCE.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0115
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010316
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0675
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016481
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt043722
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt037089
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt013080
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt039525
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt034351
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0167767
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0184248
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt043837
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt047405
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt013755
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt039625
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt039626
IRS990ScheduleA/Total509Grp/TotalAmt0184248
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt043837
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt047405
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt013755
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt039633
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt039626
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0184256
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTCLERGY CONFERENCE 1,000SALES TAX 1,368CCC DUES 100MARKETING 3,184PERMITS 59
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARGO WISH INVENTORY 17,664 37,242
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARPAYROLL LIABILITIES 538 445
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY KAVINOKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04082619444
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10CODA ALLIANCE
ReturnHeader/Filer/BusinessNameControlTxt0CODA
ReturnHeader/Filer/EIN0770565107
ReturnHeader/Filer/USAddress/AddressLine10147 VISTA DEL MONTE
ReturnHeader/Filer/USAddress/City0LOS GATOS
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0950306335
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LARRY ROBERT KAVINOKY CPA MBA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10550 Oxford Ave Apt 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Palo Alto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0943061156
ReturnHeader/PreparerPersonGrp/PhoneNum06508571222
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY ROBERT KAVINOKY CPA MBA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-05-10T09:56:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,996
Liabilities
$445
Net assets
$73,551
Revenue
$27,037
Expenses
$18,269
Net income
$8,768
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.04$0.00$0.58$0.45$0.13
2022Summary only. Only limited summary data is available for this year.$1.91$0.00$0.35$0.59$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.00$2.16$0.44$0.43$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.45$0.51$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.89$0.57$0.32
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.88$0.76$0.54$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.66$0.60$0.29$0.32
2016Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.54$0.31$0.23
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.11$0.44$0.24$0.19
2014Summary only. Only limited summary data is available for this year.$0.92$0.01$0.33$0.20$0.13
2013Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.27$0.18$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.00$0.12$0.40$0.26$0.14