Civic Intelligence

Copans Place

EIN 26-3305653 • 501(c)3 • LA Jolla, CA

Profile

To raise money for animal cancer research and fund education of students studying veterinary medicine.

7335 1/2 Olivetas AveLA Jolla, CA 92037

www.copansplace.org

Siviq Scores

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

Liabilities / Assets

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

100th percentile

250.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

1st percentile

-100400%

Higher net margin than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

42nd percentile

-7.1%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

52nd percentile

0.0%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$19,752

Down $1,508 (-7.1%) from 2021

Liabilities

Up

$500

Up $500 from 2021

Net Assets

Down

$19,252

Down $2,008 (-9.4%) from 2021

Operations
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Flat

$2

Flat from 2021

Expenses

Up

$2,010

Up $2,010 from 2021

Net Income

Down

-$2,008

Down $2,010 (-100500%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

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

$150K$100K$50K$0Assets 2010: $130,151Liabilities 2010: $0Net Assets 2010: $130,1512010Assets 2011: $132,960Liabilities 2011: $0Net Assets 2011: $132,9602011Assets 2015: $125,933Liabilities 2015: $0Net Assets 2015: $125,9332015Assets 2016: $125,071Liabilities 2016: $0Net Assets 2016: $125,0712016Assets 2017: $124,457Liabilities 2017: $0Net Assets 2017: $124,4572017Assets 2018: $73,811Liabilities 2018: $0Net Assets 2018: $73,8112018Assets 2019: $22,775Liabilities 2019: $0Net Assets 2019: $22,7752019Assets 2020: $21,258Liabilities 2020: $0Net Assets 2020: $21,2582020Assets 2021: $21,260Liabilities 2021: $0Net Assets 2021: $21,2602021Assets 2022: $19,752Liabilities 2022: $500Net Assets 2022: $19,2522022

Highlighted filing

2022

Assets$19,752
Liabilities$500
Net Assets$19,252
Open 2022 Filing

Operations Trend

Revenue Growth52nd percentile

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

$100K$50K$0-$50K-$100KExpenses 2010: $2,2832010Expenses 2011: $2,1812011Revenue 2015: $24Expenses 2015: $1,330Net Income 2015: -$1,3062015Revenue 2016: $24Expenses 2016: $886Net Income 2016: -$8622016Revenue 2017: $21Expenses 2017: $635Net Income 2017: -$6142017Revenue 2018: $14Expenses 2018: $50,660Net Income 2018: -$50,6462018Revenue 2019: $35Expenses 2019: $51,071Net Income 2019: -$51,0362019Revenue 2020: $3Expenses 2020: $1,520Net Income 2020: -$1,5172020Revenue 2021: $2Expenses 2021: $0Net Income 2021: $22021Revenue 2022: $2Expenses 2022: $2,010Net Income 2022: -$2,0082022

Highlighted filing

2022

Revenue$2
Expenses$2,010
Net Income-$2,008
Open 2022 Filing

Filings

Most recent year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,752
Liabilities
$500
Net assets
$19,252
Revenue
$2
Expenses
$2,010
Net income
-$2,008
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.20$0.01$0.19$0.00$0.02$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.00$0.00$0.00
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.00$0.21$0.00$0.02$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.00$0.51$0.51
2018Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.00$0.51$0.51
2017Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.00$0.01$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.00$0.01$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.00$0.01$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.00$1.33$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.00$1.30$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 1, 2023
Return Version
2022v5.0
Gross Receipts
$2
Mission and Program Overview

Mission

To raise money for animal cancer research and fund education of students studying veterinary medicine.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$20,217$19,219▼ $998
Cash and Non-Interest-Bearing Accounts$1,043$533▼ $510
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$21,260$19,752▼ $1,508
Other Assets Total-$0-
Liabilities
Other Liabilities-$500-
Total Liabilities$0$500▲ $500
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$21,260$19,252▼ $2,008
Total Net Assets Fund Balance$21,260$19,252▼ $2,008
Total Liabilities and Net Assets / Fund Balance$21,260$19,752▼ $1,508
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Amy BaklundPresident & CEO
Amy BaklundSecretary
Amy BaklundTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2
Other Revenue
$0
Change in Net Assets
$-2,008
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,010
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$2,000-$2,000
Other Expenses-$10-$10
Total Functional Expenses$0$2,010$0$2,010
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Loan Payable$500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The board of directors will review the form 990 prior to filing.”

Form 990, Part VI, Section C, Line 19

“Governing documents disclosure explanation available upon request.”

Filing and Contact Details

Filer

Filer Name
Copans Place
EIN
26-3305653
Phone
8584298834
Address
7335 1/2 OLIVETAS AVE, LA JOLLA, CA 92037

Signing Officer

Name
Amy Baklund
Title
President & CEO
Signed
2023-08-01
Discuss with paid preparer
Yes

Organization Details

Formed
2009
Legal Domicile
Wa
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Jpi Associates
Address
PO BOX 2441, DEL MAR, CA 92014
Preparer
Joseph Iaricci
Phone
8578914858
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DEL MAR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092014
ReturnHeader/PreparerPersonGrp/PhoneNum08578914858
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph Iaricci
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-08-01T12:54:46-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BAKLUND
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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