Cooperriis INC FY2022 filing

Tax-deductible

Mill Spring, NC501(c)(3)Since 2000Mental HealthEIN 56-2195372Revenue $13.7M in FY2022

On file with the IRScooperriis.org101 Healing Farm Ln, 28756-5808 · Mill Spring, NCTax-exempt since Apr 2001Publicly supported charity — 170(b)(1)(A)(vi)

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Mission: our healing mission is to improve the lives of individuals struggling with mental illness or other mental health challenges by helping them work towards achieving their highest levels of functioning and fulfillment. Vision: we envision a future where the stigma against individuals with mental health conditions has disappeared, where all individuals with mental illness will have the opportunity to recover, and where these individuals will be accepted into their communities as responsible and contributing citizens. We believe that recovery from serious mental illness is possible. We also believe that recovery comes in different forms. At our residential treatment centers, we give our residents the right to define their mental health recovery, whether it's to live independently, gain satisfying employment or achieve a higher level of meaningful social interaction. Our story: Cooperriis INC, is a 501(c)(3) nonprofit organization located in western north carolina. IT was founded in

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
$805K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
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
Yes
Donations are tax-deductible
Looks good: the IRS lists 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
1 of 5
filings with a surplus
Average deficit $612K a year · 5% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$805K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.2 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
6
named funders · $365K
Looks good: 6 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$1.2M
10% of total assets
Looks good: liabilities are 10% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$13.7M
+4% vs prior year
Spent
$14.0M
To programs
85%
Net assets
$10.7M
By yearFY2020–FY2024
Revenue
$13.7M
FY2022▲ +4%
Tap a bar for its year
Revenue by fiscal year
FY2020$9.8M
FY2021$13.2M
FY2022$13.7M
FY2023$14.2M
FY2024$14.5M
FY2024$19.7M
Expenses
$14.0M
FY2022▲ +18%
Tap a bar for its year
Expenses by fiscal year
FY2020$11.8M
FY2021$11.9M
FY2022$14.0M
FY2023$15.0M
FY2024$15.7M
FY2024$14.8M
Net assets
$10.7M
FY2022▼ -5%
Tap a bar for its year
Net assets by fiscal year
FY2020$9.9M
FY2021$11.3M
FY2022$10.7M
FY2023$10.0M
FY2024$8.9M
FY2024$14.0M

From the FY2022 Form 990 (year ending June 2022) · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 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 Apr 2001.

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

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $12.0M Management & general 14% · $2.0M Fundraising 0% · $30K

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

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Who runs it and what they're paid

14 people listed on the 990; $805K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Psychiatrist
$225,000Pt VII · Sec A
Executive Di
$216,382Pt VII · Sec A
Dir of Psych
$197,507Pt VII · Sec A
$83,369Pt VII · Sec A
$82,759Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Chair / Trea
$0Pt VII · Sec A

Eric Levine’s $242K as Executive Di is at the 43rd percentile of top reported officer pay among 746 $10–100M mental health nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Eric Levine$241,588$241,430$228,644$216,382$221,282$146,292
Amethyst Zimmerman$236,539$225,000$225,000$225,000——
William Anixter$182,698$232,477————
Ronee Aaron——$153,836$197,507$204,768—
Jennifer Pasternack—————$189,163
Sonya Montgomery$187,438$176,153————
Brittany Strawn—————$132,721
Randine Nadeau$108,726—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

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

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides residential mental health treatment.

Provided by the organization

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3 programs · $12.0M · in their own filed words · FY2021
01

Cooperriis, Mill Spring, NC Location (farm)

Our mill spring facility accomodates up to 36 adults on its rural campus in mill spring, north carolina (polk county). See schedule o for more information.

$5.3Mprogram expense
02

Cooperriis, Asheville, NC

Our cooperriis at asheville facility accomodates up to 24 adults on its urban campus in asheville, north carolina (buncombe county). See schedule o for more information.

$4.4Mprogram expense
03

Cooperriis, Asheville Community Program

After an average stay of four to six months at our mill spring NC farm campus, about 30% of residents transition into our asheville community program. Also, after an average stay of 50 days at our cooperriis at asheville facility, about 27% of residents transition to the farm.

$2.3Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 6 funders →
Grants paid · 1 grant · $619K · 2024–2024
Unitemized GrantFY2024$619,179

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$13.7M
Ln 12
Fees for servicesLn 2g$13.3M
Gifts and grantsLn 1h$256K
Other incomeLn 4–11$100K
Money outPt IX
$14.0M
Ln 25
Programscol B$12.0M
Managementcol C$2.0M
Fundraisingcol D$30K
Owns and owesPt X
$10.7M
net assets · Ln 32
Cash and savingsLn 1–2$250K
Total assetsLn 16$12.0M
LiabilitiesLn 26$1.2M
PeoplePt VI, VII
14
listed · VII A
PaidVII A5
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$256K
Government grantsLn 1e$20K
Noncash giftsLn 1g$15K
Fees for servicesLn 2g$13.3M
Investment incomeLn 3$17K
Other incomeLn 4–11$100K
Total revenueLn 12$13.7M
Assets in detailPt X, end of year
CashLn 1$250K
Cash and savings togetherLn 1–2$250K
InvestmentsLn 11–13$1.3M
Land, buildings, equipmentLn 10c$10.3M
Other assetsLn 15$40K
Total assetsLn 16$12.0M
LiabilitiesLn 26$1.2M
Net assetsLn 32$10.7M
OperationsPt I, VI
EmployeesI 5278
VolunteersI 615
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$1.2M$250K
InvestmentsLn 11–13$474K$1.3M
Land, buildings, equipmentLn 10c$10.8M$10.3M
Total assetsLn 16$12.7M$12.0M
LiabilitiesLn 26$1.4M$1.2M
Net assetsLn 32$11.3M$10.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$623K$623K
Pay of current officers, directors and key staffLn 5$404K$205K$200K
Other salaries and wagesLn 7$7.3M$6.5M$762K
Pension plan contributionsLn 8$185K$151K$34K
Other employee benefitsLn 9$883K$721K$162K
Payroll taxesLn 10$520K$441K$79K
Legal feesLn 11b$14K$240$13K
Accounting feesLn 11c$28K$28K
Investment management feesLn 11f$9K$9K
Other fees for servicesLn 11g$503K$410K$93K
Advertising and promotionLn 12$220K$4K$201K$15K
Office expensesLn 13$1.6M$1.4M$191K$12K
Information technologyLn 14$353K$231K$119K$3K
OccupancyLn 16$281K$252K$29K
TravelLn 17$55K$37K$18K$340
InterestLn 20$3K$3K
Depreciation, depletion and amortizationLn 22$602K$596K$6K
InsuranceLn 23$148K$69K$79K
Other expenses (24a–d)Ln 24$278K$276K$1K
All other expensesLn 24e$585$585
Total functional expensesLn 25$14.0M$12.0M$2.0M$30K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $14.5M$15.7M−$1.2M$8.9M 990 PDF
FY2023 $14.2M$15.0M−$834K$10.0M 990 PDF
FY2022 Viewing $13.7M$14.0M−$356K$10.7M 990 PDF
FY2021 $13.2M$11.9M$1.2M$11.3M 990 PDF
FY2020 $9.8M$11.8M−$1.9M$9.9M 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
See the full FY2022 990 (6 parts)
Part I · Summary $13,676,458 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,418,044$255,644
I-9 Program service revenuePrior year $11,670,471$13,303,821
I-10 Investment incomePrior year $3,060$17,406
I-11 Other revenuePrior year $62,148$99,587
I-12 Total revenuePrior year $13,153,723$13,676,458
I-13 Grants and similar amounts paidPrior year $534,336$622,847
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $7,736,223$9,275,532
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $3,639,585$4,134,561
I-18 Total expensesPrior year $11,910,144$14,032,940
I-19 Revenue less expensesPrior year $1,243,579−$356,482
Part VI · Governance 9 of 9 board members independent, 1 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $13,676,458 across 8 lines filed
VIII-1e Government grants$20,000
VIII-1f All other contributions, gifts and grants$235,644
VIII-1g Noncash contributions (included above)$14,920
VIII-1h Total contributions, gifts and grants$255,644
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $13,303,821$13,303,821
VIII-3 Investment incomeExcluded from tax $17,406$17,406
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $99,587$99,587
VIII-12 Total revenueRelated to mission $13,303,821 · Excluded from tax $116,993$13,676,458
Part IX · Statement of functional expenses $14,032,940 across 20 lines filed
IX-2 Grants to domestic individualsPrograms $622,847$622,847
IX-5 Pay of current officers, directors and key staffPrograms $204,944 · Management $199,507$404,451
IX-7 Other salaries and wagesPrograms $6,520,925 · Management $761,981$7,282,906
IX-8 Pension plan contributionsPrograms $150,691 · Management $34,108$184,799
IX-9 Other employee benefitsPrograms $721,431 · Management $162,008$883,439
IX-10 Payroll taxesPrograms $441,019 · Management $78,918$519,937
IX-11b Legal feesPrograms $240 · Management $13,486$13,726
IX-11c Accounting feesManagement $27,740$27,740
IX-11f Investment management feesManagement $8,699$8,699
IX-11g Other fees for servicesPrograms $409,518 · Management $93,464$502,982
IX-12 Advertising and promotionPrograms $4,300 · Management $201,361 · Fundraising $14,609$220,270
IX-13 Office expensesPrograms $1,437,686 · Management $191,057 · Fundraising $12,116$1,640,859
IX-14 Information technologyPrograms $230,647 · Management $119,379 · Fundraising $3,317$353,343
IX-16 OccupancyPrograms $252,083 · Management $28,648$280,731
IX-17 TravelPrograms $37,097 · Management $17,562 · Fundraising $340$54,999
IX-20 InterestManagement $2,791$2,791
IX-22 Depreciation, depletion and amortizationPrograms $595,697 · Management $6,018$601,715
IX-23 InsurancePrograms $69,224 · Management $79,239$148,463
IX-24 Other expenses (24a–d)Programs $276,335 · Management $1,323$277,658
IX-24e All other expensesManagement $585$585
IX-25 Total functional expensesPrograms $11,974,684 · Management $2,027,874 · Fundraising $30,382$14,032,940
Part X · Balance sheet $11,991,498 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $1,173,089$250,278
X-4 Accounts receivableStart of year $272,325$107,482
X-10c Land, buildings and equipment, netStart of year $10,753,560$10,250,843
X-12 Other securitiesStart of year $473,616$1,332,335
X-14 Intangible assetsStart of year $15,850$10,567
X-15 Other assetsStart of year $27,523$39,993
X-16 Total assetsStart of year $12,718,463$11,991,498
X-17 Accounts payable and accrued expensesStart of year $908,574$689,633
X-19 Deferred revenueStart of year $424,882$502,443
X-26 Total liabilitiesStart of year $1,407,940$1,242,396
X-27 Net assets without donor restrictionsStart of year $10,915,750$10,448,112
X-28 Net assets with donor restrictionsStart of year $394,773$300,990
X-32 Total net assets or fund balancesStart of year $11,310,523$10,749,102
X-33 Total liabilities and net assetsStart of year $12,718,463$11,991,498
Part XI · Reconciliation of net assets $10,749,102 net assets at year end
XI-1 Total revenue$13,676,458
XI-2 Total expenses$14,032,940
XI-3 Revenue less expenses−$356,482
XI-4 Net assets at start of year$11,310,523
XI-5 Net unrealized gains (losses) on investments−$204,939
XI-10 Net assets at end of year$10,749,102

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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