Civic Intelligence

Coda Alliance

990EZ • Fiscal year 2017 • EIN 77-0565107

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 01, 2018

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

92nd percentile

52%

Higher net margin than 92% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

74th percentile

24%

Faster asset growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$165,533

Up $31,750 (+24%) from 2016

Net Assets

Up

$165,533

Up $31,750 (+24%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin92nd percentile

Revenue

Up

$60,491

Up $6,936 (+13%) from 2016

Expenses

Down

$28,741

Down $2,126 (-6.9%) from 2016

Net Income

Up

$31,750

Up $9,062 (+40%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2017

Assets$165,533
Liabilities$0
Net Assets$165,533
Open 2017 Filing

Operations Trend

Revenue Growth66th 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

2017

Revenue$60,491
Expenses$28,741
Net Income$31,750
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 1, 2018
Return Version
2017v2.2
Gross Receipts
$78,715
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 FRENCH HEBREW AND CARDS FOR PEDIATRICS--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY WILDEMUTHPresident-$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
2018-04-01
Discuss with paid preparer
No

Preparer

Firm
Larry Robert Kavinoky CPA MBA
Address
550 Oxford Ave unit 4, Palo Alto, CA 94306
Preparer
Larry Kavinoky
Phone
6508571222
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountroyalties 6,424”

Description of other expenses Part I line 16

“Description amountsales tax 1,912web support 1,035marketing 300go wish expenses 650”

Description of other assets Part II line 24

“Category beginning of year end of yeargo wish inventory 35,030 16,805”

Raw XML Appendix147 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/PersonNm0LARRY R KAVINOKY
IRS990EZ/BooksInCareOfDetail/PhoneNum04084991328
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0550 OXFORD AVE 4
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PALO ALTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0943061156
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt098753
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0148728
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt018224
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt031750
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0133783
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0165533
IRS990EZ/GrossProfitLossSlsOfInvntryAmt054067
IRS990EZ/GrossReceiptsAmt078715
IRS990EZ/GrossSalesOfInventoryAmt072291
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0133783
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0165533
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0133783
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0165533
IRS990EZ/OccupancyRentUtltsAndMaintAmt05000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LARRY WILDEMUTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LARRY R KAVINOKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt035030
IRS990EZ/OtherAssetsTotalDetail/EOYAmt016805
IRS990EZ/OtherExpensesTotalAmt03897
IRS990EZ/OtherRevenueTotalAmt06424
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATE ABOUT END OF LIFE ISSUES
IRS990EZ/PrintingPublicationsPostageAmt04474
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 FRENCH HEBREW AND CARDS FOR PEDIATRICS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt015370
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028741
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt060491
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CODAALLIANCE.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02109
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0115
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02231
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt078715
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt071415
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt055283
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt044436
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt043722
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0293571
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0295802
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt078715
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt071415
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt057392
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt044443
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt043837
IRS990ScheduleA/Total509Grp/TotalAmt0295802
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt078715
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt071415
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt057392
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt044443
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt043837
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0295802
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTROYALTIES 6,424
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTSALES TAX 1,912WEB SUPPORT 1,035MARKETING 300GO WISH EXPENSES 650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARGO WISH INVENTORY 35,030 16,805
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY R KAVINOKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04082619444
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-01
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0A32994D1D6E397F8AD8D9714F007E5BBE2A4EEFB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A32994D1D6E397F8AD8D9714F007E5BBE2A4EEFB
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId08300842018030ahntpy3
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-01-30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.158.217.130
ReturnHeader/FilingSecurityInformation/IPDt02018-01-30
ReturnHeader/FilingSecurityInformation/IPTm010:16:03
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/ZIPCd094306
ReturnHeader/PreparerPersonGrp/PhoneNum06508571222
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY KAVINOKY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-01-30T10:13:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$165,533
Liabilities
$0
Net assets
$165,533
Revenue
$60,491
Expenses
$28,741
Net income
$31,750
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
2017Detailed filing. Detailed filing data is available for this year.$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