Civic Intelligence

Coda Alliance

990EZ • Fiscal year 2016 • EIN 77-0565107

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 15, 2017

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

(408) 499-1328

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

90th percentile

42%

Higher net margin than 90% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

72nd percentile

20%

Faster asset growth than 72% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

75th percentile

23%

Faster revenue growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$133,783

Up $22,228 (+20%) from 2015

Net Assets

Up

$133,783

Up $22,688 (+20%) from 2015

Liabilities

Down

$0

Down $460 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin90th percentile

Revenue

Up

$53,555

Up $10,004 (+23%) from 2015

Expenses

Up

$30,867

Up $6,720 (+28%) from 2015

Net Income

Up

$22,688

Up $3,284 (+17%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2016

Assets$133,783
Liabilities$0
Net Assets$133,783
Open 2016 Filing

Operations Trend

Revenue Growth75th 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

2016

Revenue$53,555
Expenses$30,867
Net Income$22,688
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 15, 2017
Return Version
2016v3.0
Gross Receipts
$71,568
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 9500 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 Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY WILDEMUTHPresident-$0--
JULIE GROVESSecretary-$0--
LARRY R 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 R Kavinoky
Title
Treasurer
Phone
4082619444
Signed
2017-04-15
Discuss with paid preparer
No

Preparer

Firm
Larry Robert Kavinoky CPA Mba
Address
550 OXFORD AVE unit 4, Palo Alto, CA 94306-1156
Preparer
Larry Kavinoky
Phone
6508571222
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountuk royalties 152”

List of grants and similar amounts paid Part I line 10

“Activity small grants relationship medical associations amount 1,500”

Description of other expenses Part I line 16

“Description amountsales tax 1,510marketing 4,700website 1,515”

Description of other assets Part II line 24

“Category beginning of year end of yeargo wish inventory 17,307 35,030”

Description of total liabilities Part II line 26

“Category beginning of year end of yearpayroll liabilities 460 0”

Raw XML Appendix160 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/PhoneNum04084991328
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0147 VISTA DEL MONTE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOS GATOS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095030
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt094248
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt098753
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt018013
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt022688
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0111555
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0133783
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01500
IRS990EZ/GrossProfitLossSlsOfInvntryAmt053403
IRS990EZ/GrossReceiptsAmt071568
IRS990EZ/GrossSalesOfInventoryAmt071416
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0111095
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0133783
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0111095
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0133783
IRS990EZ/OccupancyRentUtltsAndMaintAmt03176
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 R KAVINOKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt017307
IRS990EZ/OtherAssetsTotalDetail/EOYAmt035030
IRS990EZ/OtherExpensesTotalAmt07725
IRS990EZ/OtherRevenueTotalAmt0152
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATE ABOUT END OF LIFE ISSUES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE OUTREACHEDUCATION TO COMMUNITYCAREGIVERSMEDICAL COMMUNITY ABOUT ADVANCE CARE PLANNING THRU YOUTUBEPOWERPOINTS TRAININGS PALLIATIVE CARE CONFERENCES AND WEBSITES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE 9500 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/SalariesOtherCompEmplBnftAmt018466
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0460
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030867
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt053555
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CODAALLIANCE.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02109
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0115
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010316
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012547
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt071415
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt055283
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt044436
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt043722
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt037089
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0251945
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0264492
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt071415
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt057392
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt044443
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt043837
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt047405
IRS990ScheduleA/Total509Grp/TotalAmt0264492
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt071415
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt057392
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt044443
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt043837
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt047405
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0264492
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTUK ROYALTIES 152
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY SMALL GRANTS RELATIONSHIP MEDICAL ASSOCIATIONS AMOUNT 1,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTSALES TAX 1,510MARKETING 4,700WEBSITE 1,515
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARGO WISH INVENTORY 17,307 35,030
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CATEGORY BEGINNING OF YEAR END OF YEARPAYROLL LIABILITIES 460 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of total liabilities Part II line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY R KAVINOKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04082619444
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0E52F6E0120FC04232E34C54404E5B39DC75B59CD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E52F6E0120FC04232E34C54404E5B39DC75B59CD
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId08300842017121fjgs434
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-01
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.216.152.148
ReturnHeader/FilingSecurityInformation/IPDt02017-05-01
ReturnHeader/FilingSecurityInformation/IPTm013:53:21
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LARRY ROBERT KAVINOKY CPA MBA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0550 OXFORD AVE unit 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palo Alto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0943061156
ReturnHeader/PreparerPersonGrp/PhoneNum06508571222
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY KAVINOKY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-01T13:50:26-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$133,783
Liabilities
$0
Net assets
$133,783
Revenue
$53,555
Expenses
$30,867
Net income
$22,688
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