Civic Intelligence

Copeland Family Association

EIN 30-0346384 • 501(c)3 • Libertyville, IL

Profile

To support staff/students at Copeland School

801 S Seventh AvenueLibertyville, IL 60048
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

86th percentile

49%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

1.8%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$43,998

Up $14,422 (+49%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$43,998

Up $14,422 (+49%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin79th percentile

Revenue

Up

$55,298

Up $963 (+1.8%) from 2023

Expenses

Down

$40,876

Down $20,804 (-34%) from 2023

Net Income

Up

$14,422

Up $21,767 (+296%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

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

$60K$40K$20K$0Assets 2021: $25,671Liabilities 2021: $0Net Assets 2021: $25,6712021Assets 2022: $36,921Liabilities 2022: $0Net Assets 2022: $36,9212022Assets 2023: $29,576Liabilities 2023: $0Net Assets 2023: $29,5762023Assets 2024: $43,998Liabilities 2024: $0Net Assets 2024: $43,9982024

Highlighted filing

2024

Assets$43,998
Liabilities$0
Net Assets$43,998
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2021: $17,645Expenses 2021: $17,359Net Income 2021: $2862021Revenue 2022: $39,112Expenses 2022: $27,862Net Income 2022: $11,2502022Revenue 2023: $54,335Expenses 2023: $61,680Net Income 2023: -$7,3452023Revenue 2024: $55,298Expenses 2024: $40,876Net Income 2024: $14,4222024

Highlighted filing

2024

Revenue$55,298
Expenses$40,876
Net Income$14,422
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,998
Liabilities
$0
Net assets
$43,998
Revenue
$55,298
Expenses
$40,876
Net income
$14,422
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$44.0$0.00$44.0$55.3$40.9$14.4
2023Detailed filing. Detailed filing data is available for this year.$29.6$0.00$29.6$54.3$61.7$7.35
2022Detailed filing. Detailed filing data is available for this year.$36.9$0.00$36.9$39.1$27.9$11.3
2021Detailed filing. Detailed filing data is available for this year.$25.7$0.00$25.7$17.6$17.4$0.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Apr 21, 2025
Return Version
2023v6.0
Gross Receipts
$134,652
Mission and Program Overview

Mission

To support staff/students at Copeland School

Program Services

DescriptionGrantsExpenses
Teacher/Classroom support$0$17,602
Assemblies for students and staff$0$3,974
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Maggie BarrettPresidentPT$0--
Chase Prendergast1st Vice PresidentPT$0--
Kaitlin Beeson2nd Vice PresidentPT$0--
Kate GroveTreasurerPT$0--
Kelly CullenSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Vendor Lunches$66,225$66,225$0$66,225
Fun Fair$14,236$14,236$0$14,236
Total Events$80,461$80,461$48,513$31,948
Filing and Contact Details

Filer

Filer Name
Copeland Family Association
EIN
30-0346384
Phone
8473620240
Address
801 S Seventh Avenue, Libertyville, IL 60048

Signing Officer

Name
Kate Grove
Title
Treasurer
Phone
8473620240
Signed
2025-04-21
Raw XML Appendix201 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Libertyville
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kelly Cullen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11st Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22nd Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/PrintingPublicationsPostageAmt02230
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt034026
IRS990ScheduleA/GovernmentalUnitInd0X
IRS990ScheduleA/PublicSupportCY170Pct00.99372
IRS990ScheduleA/PublicSupportPY170Pct00.99406
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kate Grove
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08473620240
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COPELAND FAMILY ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0COPE
ReturnHeader/Filer/EIN0300346384
ReturnHeader/Filer/PhoneNum08473620240
ReturnHeader/Filer/USAddress/AddressLine1Txt0801 S Seventh Avenue
ReturnHeader/Filer/USAddress/CityNm0Libertyville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060048
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-04-21T18:35:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

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