Civic Intelligence

Brian and Iris Na Foundation

990PF • Fiscal year 2021 • EIN 85-3718742

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 02, 2022

Organization Profile
5000 N Parkway Calabasas 100Calabasas, CA 91302

(213) 291-5711

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

76th percentile

38%

Higher net margin than 76% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

23rd percentile

-1.2%

Faster asset growth than 23% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

$4,455,717

No earlier filing loaded for comparison.

Net Assets

$4,455,717

No earlier filing loaded for comparison.

Liabilities

$1

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin76th percentile

Revenue

$45,959

No earlier filing loaded for comparison.

Expenses

$28,685

No earlier filing loaded for comparison.

Net Income

$17,274

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2021: $4,455,717Liabilities 2021: $1Net Assets 2021: $4,455,7172021Assets 2022: $3,667,264Liabilities 2022: $0Net Assets 2022: $3,667,2642022Assets 2024: $3,752,461Liabilities 2024: $0Net Assets 2024: $3,752,4612024

Highlighted filing

2021

Assets$4,455,717
Liabilities$1
Net Assets$4,455,717
Open 2021 Filing

Operations Trend

Revenue Growth1st percentile

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

$200K$0-$200K-$400KRevenue 2021: $45,959Expenses 2021: $28,685Net Income 2021: $17,2742021Revenue 2022: -$260,975Expenses 2022: $19,974Net Income 2022: -$280,9492022Revenue 2024: $182,982Expenses 2024: $57,088Net Income 2024: $125,8942024

Highlighted filing

2021

Revenue$45,959
Expenses$28,685
Net Income$17,274
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 2, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Yong Sok NaPresident-$0--
Iris Young LeeV. President-$0--
Filing and Contact Details

Filer

Filer Name
Brian and Iris Na Foundation
EIN
85-3718742
Phone
2132915711
Address
5000 N PARKWAY CALABASAS 100, CALABASAS, CA 91302

Signing Officer

Name
Yong Sok Na
Title
President
Signed
2022-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Allison & Gibb Llp
Address
601 E DAILY DRIVE SUITE 117, CAMARILLO, CA 93010
Preparer
Lisa a Allison CPA
Phone
8059871999
Raw XML Appendix234 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.

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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0220787
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0221305
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IRS990PF/MethodOfAccountingAccrualInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0970040
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02132915711
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0American Wheat Mission Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Milal Mission in Southern CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0871 Coleman Ave 205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt114545 Valley View Ave Ste S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0San Jose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Santa Fe Spring
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0220787
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020025
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0215357
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014595
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08660
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08660
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Yong Sok Na
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRIAN AND IRIS NA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BRIA
ReturnHeader/Filer/EIN0853718742
ReturnHeader/Filer/PhoneNum02132915711
ReturnHeader/Filer/USAddress/AddressLine1Txt05000 N PARKWAY CALABASAS 100
ReturnHeader/Filer/USAddress/CityNm0CALABASAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091302
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475278347
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALLISON & GIBB LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0601 E DAILY DRIVE SUITE 117
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMARILLO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093010
ReturnHeader/PreparerPersonGrp/PhoneNum08059871999
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA A ALLISON CPA
ReturnHeader/ReturnTs02022-11-02T17:25:39-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Yong Sok
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Na
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,455,717
Liabilities
$1
Net assets
$4,455,717
Revenue
$45,959
Expenses
$28,685
Net income
$17,274
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.18$0.06$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.26$0.02$0.28
2021Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.05$0.03$0.02