Civic Intelligence

Shotokan Leadership Institute

990EZ • Fiscal year 2014 • EIN 94-2805749

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 30, 2015

Organization Profileaskaboutkarate.com
3082 Marlow RdSanta Rosa, CA 95403

(707) 575-1681

Siviq Scores

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

Liabilities / Assets

100th percentile

611.71x

Higher debt load relative to assets than 100% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

97th percentile

1.61x

Higher debt load relative to revenue than 97% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

19th percentile

-14%

Higher net margin than 19% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

34th percentile

-5.6%

Faster asset growth than 34% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

64th percentile

12%

Faster revenue growth than 64% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets100th percentile

Assets

Flat

$304

Flat from 2014

Net Assets

-$185,655

No earlier filing loaded for comparison.

Liabilities

Flat

$185,959

Flat from 2014

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin19th percentile

Revenue

Flat

$115,289

Flat from 2014

Expenses

Flat

$131,879

Flat from 2014

Net Income

Flat

-$16,590

Flat from 2014

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$200K$100K$0-$100K-$200KAssets 2012: $4,256Liabilities 2012: $158,138Net Assets 2012: -$153,8822012Assets 2013: $322Liabilities 2013: $169,387Net Assets 2013: -$169,0652013Assets 2014: $304Liabilities 2014: $185,959Net Assets 2014: -$185,6552014Assets 2014: $304Liabilities 2014: $185,9592014Assets 2016: $1Liabilities 2016: $02016

Highlighted filing

2014

Assets$304
Liabilities$185,959
Net Assets-$185,655
Open 2014 Filing

Operations Trend

Revenue Growth64th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $50,631Expenses 2012: $48,996Net Income 2012: $1,6352012Revenue 2013: $102,863Expenses 2013: $118,046Net Income 2013: -$15,1832013Revenue 2014: $115,289Expenses 2014: $131,879Net Income 2014: -$16,5902014Revenue 2014: $115,289Expenses 2014: $131,879Net Income 2014: -$16,5902014Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016

Highlighted filing

2014

Revenue$115,289
Expenses$131,879
Net Income-$16,590
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 30, 2015
Return Version
2014v5.0
Gross Receipts
$118,663
Mission and Program Overview

Mission

We are here to address the dearth of leadership in the world by creating a school that will use the platform of Shotokan Kartate to create the leaders of the future who will solve the world's problems.

Program Services

DescriptionGrantsExpenses
We teach leadership through karate classes$128,504-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marty CallahanOfficerFT$0--
Carine HeldCOO-$0--
Gary SoDirector-$0--
Seth LyleDirector-$0--
Mariko FagundesDirector-$0--
Filing and Contact Details

Filer

Filer Name
Shotokan Leadership Insitute
EIN
94-2805749
Phone
7075751681
Address
3082 Marlow Rd, Santa Rosa, CA 95403

Signing Officer

Name
Marty Callahan
Title
CEO
Signed
2015-03-30
Discuss with paid preparer
Yes

Preparer

Firm
Goranson and Associates Inc
Address
717 College Avenue First Floor, Santa Rosa, CA 95404
Preparer
Susan E Goranson
Phone
7075421256
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $23264”

Other Expenses.1002

“Office Expenses $1090”

Other Expenses.1003

“Information Technology $1010”

Other Expenses.1005

“Travel $6221”

Other Expenses.1006

“Payments of Travel or Entertainment for Public Officials $376”

Other Expenses.1012

“Insurance $1559”

Other Expenses.1

“Business Development $15564”

Other Expenses.2

“supplies $4013”

Other Expenses.3

“Bank and Merchant Fees $3011”

Other Expenses.4

“vehicle costs $2751”

Other Expenses.5

“telecommunications $2109”

Other Expenses.7

“Taxes $596”

Other Expenses.9

“Equipment rental & maintenance $141”

Other Expenses.10

“Educatonal Material $93”

Other Expenses.11

“Other operating $15”

Other Assets.1005

“Accounts Receivable - Beginning $130 Accounts Receivable - Ending $234”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $5766”

Total Liabilities.1007

“Secured Mortgages and Notes Payable - Beginning $169387 Secured Mortgages and Notes Payable - Ending $177926”

Total Liabilities.1

“Overdrafted Bank Account -A-P - Beginning $0 Overdrafted Bank Account -A-P - Ending $2267”

Raw XML Appendix178 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/PersonNm0Marty Callahan
IRS990EZ/BooksInCareOfDetail/PhoneNum07075751681
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03082 Marlow Road Suite B1
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Rosa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095403
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0192
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt070
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt050
IRS990EZ/CostOfGoodsSoldAmt03374
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-16590
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0322
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0304
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-98
IRS990EZ/GrossReceiptsAmt0118663
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt03276
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-169065
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-185655
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-169065
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-185655
IRS990EZ/OccupancyRentUtltsAndMaintAmt044703
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt060.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Marty Callahan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Carine Held
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Gary So
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Seth Lyle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Mariko Fagundes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1COO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0130
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0234
IRS990EZ/OtherExpensesTotalAmt061813
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0We are here to address the dearth of leadership in the world by creating a school that will use the platform of Shotokan Kartate to create the leaders of the future who will solve the world's problems.
IRS990EZ/PrintingPublicationsPostageAmt01700
IRS990EZ/ProgramServiceRevenueAmt0115337
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0We teach leadership through karate classes
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0128504
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt023313
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0169387
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0185959
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0131879
IRS990EZ/TotalProgramServiceExpensesAmt0128504
IRS990EZ/TotalRevenueAmt0115289
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0askaboutkarate.com
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0540
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0501
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01091
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt01091
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt050
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0540
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0501
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01091
IRS990ScheduleA/TotalSupportAmt01091
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $23264
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1090
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $1010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $6221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Payments of Travel or Entertainment for Public Officials $376
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance $1559
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Business Development $15564
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7supplies $4013
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Bank and Merchant Fees $3011
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9vehicle costs $2751
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10telecommunications $2109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Taxes $596
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Equipment rental & maintenance $141
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Educatonal Material $93
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Other operating $15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Accounts Receivable - Beginning $130 Accounts Receivable - Ending $234
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $5766
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Secured Mortgages and Notes Payable - Beginning $169387 Secured Mortgages and Notes Payable - Ending $177926
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Overdrafted Bank Account -A-P - Beginning $0 Overdrafted Bank Account -A-P - Ending $2267
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.1
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Marty Callahan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shotokan Leadership Insitute
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0dba Shotokan Karate Leadership School
ReturnHeader/Filer/BusinessNameControlTxt0SHOT
ReturnHeader/Filer/EIN0942805749
ReturnHeader/Filer/PhoneNum07075751681
ReturnHeader/Filer/USAddress/AddressLine1Txt03082 Marlow Rd
ReturnHeader/Filer/USAddress/CityNm0Santa Rosa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095403
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Goranson and Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0717 College Avenue First Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Rosa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095404
ReturnHeader/PreparerPersonGrp/PhoneNum07075421256
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan E Goranson
ReturnHeader/ReturnTs02015-03-30T17:34:01-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$304
Liabilities
$185,959
Net assets
-$185,655
Revenue
$115,289
Expenses
$131,879
Net income
-$16,590
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$1.86$1.86$1.15$1.32$0.17
2014Summary only. Only limited summary data is available for this year.$0.00$1.86$1.15$1.32$0.17
2013Detailed filing. Detailed filing data is available for this year.$0.00$1.69$1.69$1.03$1.18$0.15
2012Summary only. Only limited summary data is available for this year.$0.04$1.58$1.54$0.51$0.49$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits