Civic Intelligence

Coda Alliance

990EZ • Fiscal year 2023 • EIN 77-0565107

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 15, 2024

Organization ProfileWWW.CODAALLIANCE.ORG
950 S Bascom Ave Ste 1113San Jose, CA 95128

(408) 282-8922

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

59th percentile

6.7%

Faster asset growth than 59% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

85th percentile

66%

Faster revenue growth than 85% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Flat

$203,719

Flat from 2023

Net Assets

$203,694

No earlier filing loaded for comparison.

Liabilities

Flat

$25

Flat from 2023

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin76th percentile

Revenue

Flat

$57,561

Flat from 2023

Expenses

Flat

$44,782

Flat from 2023

Net Income

Flat

$12,779

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth59th 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: $25Net Assets 2023: $203,6942023Assets 2023: $203,719Liabilities 2023: $252023

Highlighted filing

2023

Assets$203,719
Liabilities$25
Net Assets$203,694
Open 2023 Filing

Operations Trend

Revenue Growth85th 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: $12,7792023Revenue 2023: $57,561Expenses 2023: $44,782Net Income 2023: $12,7792023

Highlighted filing

2023

Revenue$57,561
Expenses$44,782
Net Income$12,779
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 15, 2024
Return Version
2023v4.0
Gross Receipts
$71,185
Mission and Program Overview

Mission

Educate about end of life issues

Program Services

DescriptionGrantsExpenses
PROVIDE OUTREACH/EDUCATION TO COMMUNITY/CAREGIVERS/MEDICAL COMMUNITY ABOUT ADVANCE CARE PLANNING THRU YOUTUBE,POWERPOINTS, TRAININGS, PALLIATIVE CARE CONFERENCES AND WEBSITES--
PROVIDE 7,500 DECKS OF GO WISH CARDS TO SOCIAL WORKERS AND FAMILIES TO FACILITATE END OF LIFE DISCUSSIONS. INTRODUCE PEDIATRIC CARDS--
DEVELOP EDUCATION MATERIALS IN LANGUAGES OTHER THAN ENGLISH. CURRENTLY WORKING ON ITALIAN, ROMANIAN, TURKISH, HEBREW TAGALOG, HEBREW RUSSIAN AND HEBREW ARABIC.--
Compensation and Service Providers
Top Officer Pay78th 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
950 S BASCOM AVE STE 1113, SAN JOSE, CA 95128

Signing Officer

Name
Larry R Kavinoky
Title
Treasurer
Phone
6508571222
Signed
2024-04-15
Discuss with paid preparer
No

Preparer

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

Additional Explanations

Description of other revenue Part I line 8

“Description amountroyalties 13,783”

Description of other expenses Part I line 16

“Description amountinsurance 501sales tax 870web support 2,975marketing 3,000charity license 25pediatric promotion 1,890payroll taxes 1,669tech support 228worker comp 529supplies 394”

Description of other assets Part II line 24

“Category beginning of year end of yeargo wish inventory 55,474 41,849”

Description of total liabilities Part II line 26

“Category beginning of year end of yearpayroll liabilities 0 25”

Raw XML Appendix154 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/PhoneNum04082828922
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0550 OXFORD AVE 4
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PALO ALTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0943061156
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0135441
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0161870
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt013624
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012779
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0183
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0190915
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0203719
IRS990EZ/GrossProfitLossSlsOfInvntryAmt040911
IRS990EZ/GrossReceiptsAmt071185
IRS990EZ/GrossSalesOfInventoryAmt054535
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02867
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0190915
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0203694
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0190915
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0203694
IRS990EZ/OccupancyRentUtltsAndMaintAmt012353
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
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/BOYAmt055474
IRS990EZ/OtherAssetsTotalDetail/EOYAmt041849
IRS990EZ/OtherExpensesTotalAmt012081
IRS990EZ/OtherRevenueTotalAmt013783
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATE ABOUT END OF LIFE ISSUES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE OUTREACH/EDUCATION TO COMMUNITY/CAREGIVERS/MEDICAL COMMUNITY ABOUT ADVANCE CARE PLANNING THRU YOUTUBE,POWERPOINTS, TRAININGS, PALLIATIVE CARE CONFERENCES AND WEBSITES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE 7,500 DECKS OF GO WISH CARDS TO SOCIAL WORKERS AND FAMILIES TO FACILITATE END OF LIFE DISCUSSIONS. INTRODUCE PEDIATRIC CARDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2DEVELOP EDUCATION MATERIALS IN LANGUAGES OTHER THAN ENGLISH. CURRENTLY WORKING ON ITALIAN, ROMANIAN, TURKISH, HEBREW TAGALOG, HEBREW RUSSIAN AND HEBREW ARABIC.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt020165
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt025
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044782
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt057561
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CODAALLIANCE.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02050
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01119
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01119
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt071187
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt028035
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt019786
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt042952
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt083812
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0245772
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01119
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01119
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99550
IRS990ScheduleA/PublicSupportPY509Pct00.99550
IRS990ScheduleA/PublicSupportTotal509Amt0247822
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt071187
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt028035
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt020836
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt042952
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt084812
IRS990ScheduleA/Total509Grp/TotalAmt0247822
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt071187
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt029154
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt020836
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt042952
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt084812
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0248941
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTROYALTIES 13,783
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTINSURANCE 501SALES TAX 870WEB SUPPORT 2,975MARKETING 3,000CHARITY LICENSE 25PEDIATRIC PROMOTION 1,890PAYROLL TAXES 1,669TECH SUPPORT 228WORKER COMP 529SUPPLIES 394
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARGO WISH INVENTORY 55,474 41,849
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARPAYROLL LIABILITIES 0 25
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY R KAVINOKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06508571222
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CODA ALLIANCE
ReturnHeader/Filer/BusinessNameControlTxt0CODA
ReturnHeader/Filer/EIN0770565107
ReturnHeader/Filer/USAddress/AddressLine1Txt0950 S BASCOM AVE STE 1113
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095128
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814759049
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Larry Kavinoky
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/PreparationDt02024-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Larry Kavinoky CPA
ReturnHeader/ReturnTs02024-02-10T18:56:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LARRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KAVINOKY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$203,719
Liabilities
$25
Net assets
$203,694
Revenue
$57,561
Expenses
$44,782
Net income
$12,779
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.58$0.45$0.13
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