Civic Intelligence

Coda Alliance

990EZ • Fiscal year 2014 • EIN 77-0565107

Jan 01, 2014 to Dec 31, 2014 • Filed on May 01, 2015

Organization ProfileWWW.CODAALLIANCE.ORG
147 Vista Del MonteLos Gatos, CA 95030-6335

(408) 261-9444

Siviq Scores

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

Liabilities / Assets

60th percentile

0.01x

Higher debt load relative to assets than 60% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

75th percentile

25%

Faster asset growth than 75% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

73rd percentile

22%

Faster revenue growth than 73% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets60th percentile

Assets

Flat

$92,342

Flat from 2014

Net Assets

$91,691

No earlier filing loaded for comparison.

Liabilities

Flat

$651

Flat from 2014

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin88th percentile

Revenue

Flat

$32,895

Flat from 2014

Expenses

Flat

$20,211

Flat from 2014

Net Income

Flat

$12,684

Flat from 2014

Historical Trend

Balance Sheet Trend

Asset Growth75th 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: $651Net Assets 2014: $91,6912014Assets 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

2014

Assets$92,342
Liabilities$651
Net Assets$91,691
Open 2014 Filing

Operations Trend

Revenue Growth73rd 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 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

2014

Revenue$32,895
Expenses$20,211
Net Income$12,684
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 1, 2015
Return Version
2014v5.0
Gross Receipts
$44,443
Mission and Program Overview

Mission

Educate about end of life issues

Program Services

DescriptionGrantsExpenses
PROVIDE OUTREACHEDUCATION TO COMMUNITYCAREGIVERSMEDICAL COMMUNITY ABOUT ADVANCE CARE PLANNING THRU YOUTUBEPOWERPOINTS TRAININGS PALLIATIVE CARE CONFERENCES AND WEBSITES--
PROVIDE 6000 DECKS OF GO WISH CARDS TO SOCIAL WORKERS AND FAMILIES TO FACILITATE END OF LIFE DISCUSSIONS--
DEVELOP EDUCATION MATERIALS IN LANGUAGES OTHER THAN ENGLISH CURRENTLY WORKING ON SPANISH CHINESE AND JAPANESE--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

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

Filer

Filer Name
Coda Alliance
EIN
77-0565107
Address
147 VISTA DEL MONTE, LOS GATOS, CA 95030-6335

Signing Officer

Name
Larry Kavinoky
Title
Treasurer
Phone
6508571222
Signed
2015-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Larry Robert Kavinoky CPA Mba
Address
550 Oxford Ave Apt 4, Palo Alto, CA 94306-1156
Preparer
Larry Robert Kavinoky
Phone
6508571222
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountsales tax 1,026ccc dues 100marketing 5,257”

Other changes in net assets or fund balances Part I line 20

“Description amountadditional inventory donated 5,456”

Description of other assets Part II line 24

“Category beginning of year end of yeargo wish inventory 37,242 31,149”

Description of total liabilities Part II line 26

“Category beginning of year end of yearpayroll liabilities 445 651”

Raw XML Appendix152 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/AddressLine1Txt0147 VISTA DEL MONTE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOS GATOS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095030
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036754
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt061193
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07
IRS990EZ/CostOfGoodsSoldAmt011548
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012684
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt073996
IRS990EZ/Form990TotalAssetsGrp/EOYAmt092342
IRS990EZ/GrossProfitLossSlsOfInvntryAmt032888
IRS990EZ/GrossReceiptsAmt044443
IRS990EZ/GrossSalesOfInventoryAmt044436
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt073551
IRS990EZ/NetAssetsOrFundBalancesEOYAmt091691
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt073551
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt091691
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/BOYAmt037242
IRS990EZ/OtherAssetsTotalDetail/EOYAmt031149
IRS990EZ/OtherChangesInNetAssetsAmt05456
IRS990EZ/OtherExpensesTotalAmt06383
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATE ABOUT END OF LIFE ISSUES
IRS990EZ/PrintingPublicationsPostageAmt02408
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE OUTREACHEDUCATION TO COMMUNITYCAREGIVERSMEDICAL COMMUNITY ABOUT ADVANCE CARE PLANNING THRU YOUTUBEPOWERPOINTS TRAININGS PALLIATIVE CARE CONFERENCES AND WEBSITES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE 6000 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
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt011420
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0445
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0651
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020211
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt032895
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CODAALLIANCE.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0115
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010316
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0675
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011213
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt044436
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt043722
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt037089
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt013080
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt039525
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0177852
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0189065
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt044443
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt043837
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt047405
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt013755
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt039625
IRS990ScheduleA/Total509Grp/TotalAmt0189065
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt044443
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt043837
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt047405
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt013755
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt039633
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0189073
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTSALES TAX 1,026CCC DUES 100MARKETING 5,257
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTADDITIONAL INVENTORY DONATED 5,456
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARGO WISH INVENTORY 37,242 31,149
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARPAYROLL LIABILITIES 445 651
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY KAVINOKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06508571222
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CODA ALLIANCE
ReturnHeader/Filer/BusinessNameControlTxt0CODA
ReturnHeader/Filer/EIN0770565107
ReturnHeader/Filer/USAddress/AddressLine1Txt0147 VISTA DEL MONTE
ReturnHeader/Filer/USAddress/CityNm0LOS GATOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0950306335
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LARRY ROBERT KAVINOKY CPA MBA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0550 Oxford Ave Apt 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palo Alto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0943061156
ReturnHeader/PreparerPersonGrp/PhoneNum06508571222
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY ROBERT KAVINOKY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-08T09:27:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,342
Liabilities
$651
Net assets
$91,691
Revenue
$32,895
Expenses
$20,211
Net income
$12,684
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
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.01$0.92$0.33$0.20$0.13
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