Copmea Services Trust FY2021 filing

Not tax-deductible

Phoenix, AZ501(c)(4)EIN 51-0181175

This page gets seen. Tell your story. Claim this org.

Promote social activity for municipal employees.

69¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(4)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $4K a year · under 1% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
69%
of spending
Fine: 69% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
6 mo
of spending, in cash
Looks good: 6.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$2K
0.2% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 10 voting members
Concern: none of 10 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$400K
+46% vs prior year
Spent
$350K
To programs
69%
Net assets
$712K
By yearFY2020–FY2024
Revenue
$400K
FY2021▲ +46%
Revenue by fiscal year
FY2020$274K
FY2021$400K
FY2022$425K
FY2023$483K
FY2024$520K
Expenses
$350K
FY2021▲ +122%
Expenses by fiscal year
FY2020$158K
FY2021$350K
FY2022$442K
FY2023$590K
FY2024$542K
Net assets
$712K
FY2021▲ +16%
Net assets by fiscal year
FY2020$612K
FY2021$712K
FY2022$612K
FY2023$578K
FY2024$592K

From the FY2021 Form 990 · see the original

You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1976.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

69 cents of each dollar spent went to programs.

Program services 69% · $241K Management & general 31% · $110K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Request edit privileges.

Who runs it and what they're paid

10 people listed on the 990.

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 →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Request edit privileges.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Encourages social interaction and community among city workers.

Provided by the organization

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

Know this organization? Claim it to add your story

1 program service account for $241K of program spending, described in the organization's own filed words · FY2021.
01

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

$241Kprogram expense

Run this program? Claim this org to tell your story

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$400K
Ln 12
Fees for servicesLn 2g$392K
Investment incomeLn 3$8K
Money outPt IX
$350K
Ln 25
Programscol B$241K
Managementcol C$110K
Owns and owesPt X
$712K
net assets · Ln 32
Cash and savingsLn 1–2$179K
Total assetsLn 16$714K
LiabilitiesLn 26$2K
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$392K
Investment incomeLn 3$8K
Gains on assetsLn 7$0
Total revenueLn 12$400K
Assets in detailPt X, end of year
CashLn 1$16K
SavingsLn 2$164K
Cash and savings togetherLn 1–2$179K
InvestmentsLn 11–13$424K
Land, buildings, equipmentLn 10c$31K
Other assetsLn 15$49K
Total assetsLn 16$714K
LiabilitiesLn 26$2K
Net assetsLn 32$712K
OperationsPt I, VI
EmployeesI 54
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$174K$179K
InvestmentsLn 11–13$354K$424K
Land, buildings, equipmentLn 10c$31K$31K
Total assetsLn 16$614K$714K
LiabilitiesLn 26$2K$2K
Net assetsLn 32$612K$712K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$58K$58K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$5K$5K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$7K$7K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$566$566
Office expensesLn 13$11K$11K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$2K$2K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$923$923
Other expenses (24a–d)Ln 24$257K$241K$16K
All other expensesLn 24e$8K$8K
Total functional expensesLn 25$350K$241K$110K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $520K$542K−$22K$592K 990 PDF
FY2023 $483K$590K−$106K$578K 990 PDF
FY2022 $425K$442K−$17K$612K 990 PDF
FY2021 Viewing $400K$350K$50K$712K 990 PDF
FY2020 $274K$158K$117K$612K 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (4 parts)
Part VIII · Statement of revenue $399,724 across 7 lines filed
Lines not itemized here account for $392,083 of total revenue; see the IRS return.
VIII-1h Total contributions, gifts and grants$0
VIII-3 Investment incomeRelated to mission $7,641$7,641
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $399,724$399,724
Part IX · Statement of functional expenses $350,169 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesManagement $57,974$57,974
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxesManagement $4,915$4,915
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $7,150$7,150
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$0
IX-12 Advertising and promotionManagement $566$566
IX-13 Office expensesManagement $11,024$11,024
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsManagement $2,257$2,257
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsuranceManagement $923$923
IX-24 Other expenses (24a–d)Programs $240,653 · Management $16,443$257,096
IX-24e All other expensesManagement $8,264$8,264
IX-25 Total functional expensesPrograms $240,653 · Management $109,516 · Fundraising $0$350,169
Part X · Balance sheet $713,911 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $83,267$15,817
X-2 Savings and temporary cash investmentsStart of year $90,523$163,515
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-8 Inventories for sale or useStart of year $23,006$30,158
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, netStart of year $30,597$30,597
X-11 Publicly traded securitiesStart of year $354,427$424,465
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $32,580$49,359
X-16 Total assetsStart of year $614,400$713,911
X-17 Accounts payable and accrued expensesStart of year $2,098$1,556
X-26 Total liabilitiesStart of year $2,098$1,556
X-27 Net assets without donor restrictionsStart of year $612,302$712,355
X-32 Total net assets or fund balancesStart of year $612,302$712,355
X-33 Total liabilities and net assetsStart of year $614,400$713,911
Part XI · Reconciliation of net assets $712,355 net assets at year end
XI-1 Total revenue$399,724
XI-2 Total expenses$350,169
XI-3 Revenue less expenses$49,555
XI-4 Net assets at start of year$612,302
XI-5 Net unrealized gains (losses) on investments$50,498
XI-10 Net assets at end of year$712,355

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.