Civic Intelligence

Brian and Iris Na Foundation

990PF • Fiscal year 2023 • EIN 85-3718742

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 30, 2024

Organization Profile

Refreshing map…

26637 Agoura Road Ste 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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

99th percentile

317%

Higher net margin than 99% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

36th percentile

-1.1%

Faster asset growth than 36% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,626,567

Down $40,697 (-1.1%) from 2022

Net Assets

Down

$3,626,567

Down $40,697 (-1.1%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Up

-$195,532

Up $65,443 (+25%) from 2022

Expenses

Up

$424,306

Up $404,332 (+2024%) from 2022

Net Income

Down

-$619,838

Down $338,889 (-121%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth36th 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: $0Net Assets 2021: $4,455,7172021Assets 2022: $3,667,264Liabilities 2022: $0Net Assets 2022: $3,667,2642022Assets 2023: $3,626,567Liabilities 2023: $1Net Assets 2023: $3,626,5672023Assets 2024: $3,752,461Liabilities 2024: $0Net Assets 2024: $3,752,4612024

Highlighted filing

2023

Assets$3,626,567
Liabilities$1
Net Assets$3,626,567
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$500K$0-$500K-$1.0MRevenue 2021: $45,959Expenses 2021: $28,685Net Income 2021: $17,2742021Revenue 2022: -$260,975Expenses 2022: $19,974Net Income 2022: -$280,9492022Revenue 2023: -$195,532Expenses 2023: $424,306Net Income 2023: -$619,8382023Revenue 2024: $182,982Expenses 2024: $57,088Net Income 2024: $125,8942024

Highlighted filing

2023

Revenue-$195,532
Expenses$424,306
Net Income-$619,838
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 30, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

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

Filer

Filer Name
Brian and Iris Na Foundation
EIN
85-3718742
Phone
2132915711
Address
26637 Agoura Road Ste 100, CALABASAS, CA 91302

Signing Officer

Name
Yong Sok Na
Title
President
Phone
2132915711
Signed
2024-10-30
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 Appendix289 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Morgan Stanley -8302
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IRS990PF/FMVAssetsEOYAmt03626567
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IRS990PF/MethodOfAccountingAccrualInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Yong Sok Na
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Iris Young Lee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1V. President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt026637 Agoura Road Ste 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt126637 Agoura Road Ste 100
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0410750
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt017809
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt0209382
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0191564
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt093853
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0418755
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0209382
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt076044
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0191564
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02500
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02500
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Excise Tax Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt062774
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt062774
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Advertising
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03050
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1655
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1655
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04881
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04881
TaxesSchedule/TaxesDetail/Amt0670
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Taxes
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Yong Sok Na
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02132915711
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRIAN AND IRIS NA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BRIA
ReturnHeader/Filer/EIN0853718742
ReturnHeader/Filer/PhoneNum02132915711
ReturnHeader/Filer/USAddress/AddressLine1Txt026637 Agoura Road Ste 100
ReturnHeader/Filer/USAddress/CityNm0CALABASAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091302
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-10-30T13:04:36-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,626,567
Liabilities
$1
Net assets
$3,626,567
Revenue
-$195,532
Expenses
$424,306
Net income
-$619,838
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
2023Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.20$0.42$0.62
2022Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.26$0.02$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.46$0.00$4.46$0.05$0.03$0.02