Civic Intelligence

Copas of Dallas

EIN 23-7389694 • 501(c)6 • Dallas, TX

Profile

Petroleum industry provide educational training for the petroleum industry and co-sponsor the annual north america petroleum accounting conference

PO Box 600367Dallas, TX 75360-0367

copasofdallas.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

50th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

76th percentile

15%

Higher net margin than 76% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

67th percentile

8.1%

Faster asset growth than 67% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

284%

Faster revenue growth than 98% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$209,382

Up $15,652 (+8.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Up

$209,382

Up $15,652 (+8.1%) from 2021

Operations
Liabilities / Revenue50th percentileNet Margin76th percentile

Revenue

Up

$101,481

Up $75,051 (+284%) from 2021

Expenses

Up

$85,829

Up $28,073 (+49%) from 2021

Net Income

Up

$15,652

Up $46,978 (+150%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2013: $188,315Liabilities 2013: $0Net Assets 2013: $188,3152013Assets 2014: $193,854Net Assets 2014: $193,8542014Assets 2015: $224,106Net Assets 2015: $224,1062015Assets 2016: $237,764Net Assets 2016: $237,7642016Assets 2021: $193,730Liabilities 2021: $0Net Assets 2021: $193,7302021Assets 2022: $209,382Liabilities 2022: $0Net Assets 2022: $209,3822022

Highlighted filing

2022

Assets$209,382
Liabilities$0
Net Assets$209,382
Open 2022 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KExpenses 2013: $254,7002013Revenue 2014: $124,985Expenses 2014: $119,446Net Income 2014: $5,5392014Revenue 2015: $152,479Expenses 2015: $122,227Net Income 2015: $30,2522015Revenue 2016: $124,446Expenses 2016: $110,788Net Income 2016: $13,6582016Revenue 2021: $26,430Expenses 2021: $57,756Net Income 2021: -$31,3262021Revenue 2022: $101,481Expenses 2022: $85,829Net Income 2022: $15,6522022

Highlighted filing

2022

Revenue$101,481
Expenses$85,829
Net Income$15,652
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$209,382
Liabilities
$0
Net assets
$209,382
Revenue
$101,481
Expenses
$85,829
Net income
$15,652
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.00$2.09$1.01$0.86$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.26$0.58$0.31
2016Detailed filing. Detailed filing data is available for this year.$2.38$2.38$1.24$1.11$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.24$2.24$1.52$1.22$0.30
2014Detailed filing. Detailed filing data is available for this year.$1.94$1.94$1.25$1.19$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$0.00$1.88$2.55
Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Dec 15, 2020
Return Version
2020v4.1
Gross Receipts
$26,430
Mission and Program Overview

Mission

Provide educational training for the petroleujm industry and co-sponsor the annual north american petroleum accounting conference.

Program Services

DescriptionGrantsExpenses
Membership fees which entitle members to attend various educational committee meetings and monthly luncheons, with a speaker to discuss topics for accounting issues related to the petroleum industry--
Sponsorship of national meeting for educational meetings for accounting issues related to the petroleum industry--
North American Petroleum Accounting Conference related to various accounting, management, and tax issues for the petroleum industry.--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Danielle WatsonVice PresidentPT$0--
Suzanne SommerfeltPresidentPT$0--
Lisa LesterTreasurerPT$0--
Taaha HassanSecretaryPT$0--
Logan HornbackVice PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
COPAS of Dallas
EIN
23-7389694
In Care Of
% LISA LESTER
Phone
2149867361
Address
PO Box 600367, Dallas, TX 75360-0367

Signing Officer

Name
Lisa Lester
Title
treasurer
Phone
2149867361
Signed
2020-12-15
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
600 NORTH PEARL ST SUITE 1700, DALLAS, TX 75201
Preparer
Carrie D Burnett CPA
Phone
2149697007
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 10

“DONEES NAME:UNT/IPA DONEES ADDRESS:1155 Union Circle #311160 Denton, TX 76203 RELATIONSHIP:NONE PURPOSE OF PAYMENT:CHARITABLE AMOUNT:25000”

Form 990EZ Part I Line 10

“DONEES NAME:UNT Scholarship DONEES ADDRESS:1155 Union Circle #311127 Denton, TX 76203 RELATIONSHIP:NONE PURPOSE OF PAYMENT:CHARITABLE AMOUNT:15000”

Form 990EZ Part I Line 16

“Description:COPAS ASSESSMENT Amount:10355”

Form 990EZ Part I Line 16

“Description:INSURANCE Amount:2880”

Form 990EZ Part I Line 16

“Description:POSTAGE & DELIVERY Amount:146”

Form 990EZ Part I Line 16

“Description:ONLINE PAYMENT FEES Amount:183”

Form 990EZ Part I Line 16

“Description:WEBSITE Amount:208”

Form 990EZ Part I Line 16

“Description:OTHER EVENT EXPENSE Amount:292”

Form 990EZ Part I Line 16

“Description:GIFTS Amount:1000”

Form 990EZ Part I Line 16

“Description:YPE GOLD TOURNAMENT SPONSORSHIP Amount:1000”

Form 990EZ Part I Line 16

“Description:VIRTUAL MONTHLY PRESENTATION Amount:50”

Raw XML Appendix145 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/PersonNm0LISA LESTER
IRS990EZ/BooksInCareOfDetail/PhoneNum02149867361
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 600367
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Dallas
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0753600367
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0225056
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0193730
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-31326
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0642
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0225056
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0193730
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt040000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt026430
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt026430
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0225056
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0193730
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0225056
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0193730
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Danielle Watson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Suzanne Sommerfelt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lisa Lester
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Taaha Hassan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Logan Hornback
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt017114
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATIONAL TRAINING FOR THE PETROLEUJM INDUSTRY AND CO-SPONSOR THE ANNUAL NORTH AMERICAN PETROLEUM ACCOUNTING CONFERENCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Membership fees which entitle members to attend various educational committee meetings and monthly luncheons, with a speaker to discuss topics for accounting issues related to the petroleum industry
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Sponsorship of national meeting for educational meetings for accounting issues related to the petroleum industry
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2North American Petroleum Accounting Conference related to various accounting, management, and tax issues for the petroleum industry.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057756
IRS990EZ/TotalRevenueAmt026430
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0copasofdallas.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONEES NAME:UNT/IPA DONEES ADDRESS:1155 Union Circle #311160 Denton, TX 76203 RELATIONSHIP:NONE PURPOSE OF PAYMENT:CHARITABLE AMOUNT:25000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DONEES NAME:UNT Scholarship DONEES ADDRESS:1155 Union Circle #311127 Denton, TX 76203 RELATIONSHIP:NONE PURPOSE OF PAYMENT:CHARITABLE AMOUNT:15000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:COPAS ASSESSMENT Amount:10355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:INSURANCE Amount:2880
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:POSTAGE & DELIVERY Amount:146
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:ONLINE PAYMENT FEES Amount:183
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:WEBSITE Amount:208
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:OTHER EVENT EXPENSE Amount:292
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:GIFTS Amount:1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:YPE GOLD TOURNAMENT SPONSORSHIP Amount:1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:VIRTUAL MONTHLY PRESENTATION Amount:50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990EZ PART I LINE 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA LESTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02149867361
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COPAS of Dallas
ReturnHeader/Filer/BusinessNameControlTxt0COPA
ReturnHeader/Filer/EIN0237389694
ReturnHeader/Filer/InCareOfNm0% LISA LESTER
ReturnHeader/Filer/PhoneNum02149867361
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 600367
ReturnHeader/Filer/USAddress/CityNm0Dallas
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0753600367
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 NORTH PEARL ST SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075201
ReturnHeader/PreparerPersonGrp/PhoneNum02149697007
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carrie D Burnett CPA
ReturnHeader/ReturnTs02022-06-09T11:42:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LISA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LESTER
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

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