Copmea Services Trust FY2020 filing

Phoenix, AZ · Membership association

! Not tax-deductible
Revenue
$274K
Spent
$158K
To programs
16%
Net assets
$612K
By yearFY2020–FY2024
Revenue
$274K
FY2020
Revenue by fiscal year
FY2020$274K
FY2021$400K
FY2022$425K
FY2023$483K
FY2024$520K
Expenses
$158K
FY2020
Expenses by fiscal year
FY2020$158K
FY2021$350K
FY2022$442K
FY2023$590K
FY2024$542K
Net assets
$612K
FY2020
Net assets by fiscal year
FY2020$612K
FY2021$712K
FY2022$612K
FY2023$578K
FY2024$592K

From the FY2020 Form 990 · see the original

You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Status and standing

Is it real, and can you give to it?

Tax-deductible?
No
Per the IRS master file.
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Filed FY2024 (typical filing lag)
Legal name (IRS)Hdr · item CCopmea Services Trust
EINHdr · item D51-0181175
Exempt statusHdr · item I501(c)(4) · active
Ruling yearIRS BMFMar 1976
Latest filingForm 990FY2024 · Form 990
Principal addressHdr · item CPhoenix, AZ
NTEE classificationIRS BMFNonprofit

Where the money goes

What each dollar paid for.

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.16 Management & general $0.84
Program services16%$25K
Management & general84%$133K
Total functional expensesLn 25$158K

Financial health

Is it on solid ground?

Operating surplus
+42%
revenue over expenses
Earned revenue
97%
of revenue from program services & dues
Payroll share
43%
of spending is salaries & benefits

Summary of the Filing

Part I · fiscal year 2020 · Form 990
Total assets
$614K
FY2020
Total assets by fiscal year
FY2020$614K
FY2021$714K
FY2022$614K
FY2023$580K
FY2024$594K
Total liabilities
$2K
FY2020
Total liabilities by fiscal year
FY2020$2K
FY2021$2K
FY2022$2K
FY2023$2K
FY2024$2K
Revenue less expensesPt I · Ln 19$117K
Total assetsPt X · Ln 16$614K
Program-expense ratioPt IX · col B16%
Voting members of governing bodyPt I · Ln 310
Independent voting membersPt I · Ln 4pending

Balance Sheet

Part X · end of year
CashLn 1$174K
Total assetsLn 16$614K
Total liabilitiesLn 26$2K
Total net assetsLn 32$612K
Months of cash on handcomputed13.2

Statement of Revenue

Part VIII
Program service revenue$266K · 97%
Investment income$8K · 3%
Program service revenue97%$266K
Investment income3%$8K
Other revenue$645
Total revenueLn 12$274K

Financial Metrics

Form 990 · FY2020 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $528K · Operating expenses/yr $158K
40.1 months
Where the money goes
Program services
Program services $25K · Total expenses $158K
16%
Management & General
Management & general $133K · Total expenses $158K
84%
Fundraising
Fundraising $0 · Total expenses $158K
0%
Cost to raise $1
Fundraising expense $0 · Solicited contributions $0
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $0 · Total revenue $274K
0%
Government reliance
Government grants — · Total revenue $274K
—
Earned-income share
Program service revenue $266K · Total revenue $274K
97%
Investment reliance
Investment income $8K · Total revenue $274K
+3%
Program self-sufficiency
Program service revenue $266K · Total expenses $158K
168%
Growth & trend
Revenue growth (YoY)
This year $274K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $612K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $274K · Expenses $158K
+42%
Liabilities-to-Assets
Total liabilities — · Total assets $614K
—
Net-asset ratio
Net assets $612K · Total assets $614K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $354K · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $614K
58%
People & payroll
Highest Reported Total Compensation
Individual Lina Cruz · Reported title President · Highest reported compensation $0 · Total expenses $158K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $68K · Total expenses $158K
43%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 16%——
Overhead ratio 84%——
Investment management fee ratio 0%——
Legal fee ratio 0%——
Accounting fee ratio 4%——
Fundraising fee ratio 0%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Leadership and pay

Who runs it, and what are they paid?

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
See Copmea Services Trust executive salaries →

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Governance & Policies

Part VI
  • 10Voting board membersPt VI · Ln 1a
  • –Independent board membersPt VI · Ln 1b
  • Conflict-of-interest policyPt VI · Ln 12aNo
  • Whistleblower policyPt VI · Ln 13No
  • Document retention policyPt VI · Ln 14No
  • Top official’s pay independently reviewedPt VI · Ln 15aNo
  • Family or business ties among leadersPt VI · Ln 2No

Mission and programs

What it does.

Encourages social interaction and community among city workers.

Provided by the organization

This section is blank until Copmea Services Trust claims this page.

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Mission & Programs · Part III

Where the work happens

1 program service account for $25K of program spending, described in the organization's own filed words · FY2020.
01

Recreational and social functions for the benefit of members and their families. Membership is open to the city of phoenix municipal employees.

$25Kprogram expense

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Filing history

Every return on file.

YearRevenueExpensesChangeFiling
FY2024 Latest $520K$542K+8% 990 PDF
FY2023 $483K$590K+14% 990 PDF
FY2022 $425K$442K+6% 990 PDF
FY2021 $400K$350K+46% 990 PDF
FY2020 Viewing $274K$158K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2020IRS
Classification, formation year, addressIRS Business Master File
Names, privacy, and removal requests More

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