Civic Intelligence

Charter Oak Education Foundation Inc.

990EZ • Fiscal year 2013 • EIN 37-1585663

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 17, 2014

Organization ProfileWWW.COPE4KIDS.ORG
PO Box 1642Covina, CA 91722

(626) 806-0963

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

60th percentile

7.5%

Higher net margin than 60% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

72nd percentile

19%

Faster asset growth than 72% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

42nd percentile

-3.1%

Faster revenue growth than 42% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$41,317

Up $6,617 (+19%) from 2012

Net Assets

$41,317

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin60th percentile

Revenue

Down

$87,748

Down $2,795 (-3.1%) from 2012

Expenses

Down

$81,131

Down $41,857 (-34%) from 2012

Net Income

Up

$6,617

Up $39,062 (+120%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2011: $67,145Liabilities 2011: $02011Assets 2012: $34,700Liabilities 2012: $02012Assets 2013: $41,317Liabilities 2013: $0Net Assets 2013: $41,3172013Assets 2014: $52,774Liabilities 2014: $02014Assets 2015: $50,325Liabilities 2015: $0Net Assets 2015: $50,3252015Assets 2016: $36,070Liabilities 2016: $0Net Assets 2016: $36,0702016Assets 2017: $21,651Liabilities 2017: $02017Assets 2018: $11,821Liabilities 2018: $0Net Assets 2018: $11,8212018Assets 2019: $31,873Liabilities 2019: $0Net Assets 2019: $31,8732019

Highlighted filing

2013

Assets$41,317
Liabilities$0
Net Assets$41,317
Open 2013 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $74,542Expenses 2011: $27,830Net Income 2011: $46,7122011Revenue 2012: $90,543Expenses 2012: $122,988Net Income 2012: -$32,4452012Revenue 2013: $87,748Expenses 2013: $81,131Net Income 2013: $6,6172013Revenue 2014: $58,335Expenses 2014: $46,878Net Income 2014: $11,4572014Revenue 2015: $84,961Expenses 2015: $87,410Net Income 2015: -$2,4492015Revenue 2016: $148,582Expenses 2016: $162,837Net Income 2016: -$14,2552016Revenue 2017: $100,623Expenses 2017: $115,042Net Income 2017: -$14,4192017Revenue 2018: $71,446Expenses 2018: $81,276Net Income 2018: -$9,8302018Revenue 2019: $33,626Expenses 2019: $13,574Net Income 2019: $20,0522019

Highlighted filing

2013

Revenue$87,748
Expenses$81,131
Net Income$6,617
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 17, 2014
Return Version
2013v3.1
Gross Receipts
$99,379
Mission and Program Overview

Mission

Enhance educational programs

Program Services

DescriptionGrantsExpenses
BY SEEKING OUT TO ENHANCE EDUCATIONAL PROGRAM DURING SUMMER SCHOOL ALONG WITH BAND AND STRING PROGRAMS TO BUILD CHARACTER-$46,944
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN BOWERSCEOPT$0--
MAXINE CRGRANETreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$26,910$26,910$8,485$18,425
Event 2$2,698$2,698$3,055$-357
Total Events$29,608$29,608$11,540$18,068
Filing and Contact Details

Filer

EIN
37-1585663

Signing Officer

Name
Maxine Crgrane
Title
Treasurer
Phone
6269668331
Signed
2014-07-17
Discuss with paid preparer
Yes

Preparer

Preparer
Albert E Jeffrey
Phone
6269153408
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountrecurring monthly transfer 1,650bank card pay anywhere credit 48deposited uncash checks 98recurrilng monthly transfer ck acou 1,800transfer for checking account 0648 1,000interest earned 1”

Description of other expenses Part I line 16

“Description amountorganizational tax preperation 900recurring monthly transfer to savin 1,800transfer to savings account 1,000nsf 287nsf bank fees 36credit card terminal lease 399bank account supply 37post office box rental 54office supply 299postage 272printing and duplicating 290go daddy go 101city of glendora xmas parade 35city of covina xmas parade 45covina chamber of commerce membersh 110liability ins 711ftb 10soi 20attorney general 25consulting services fund ra & marke 5,700program expenses coins for cope rew 120donation to ralph bristol vol org 500charter oak unified schools donatio 20,000summer enrichment program 42,204community partner program 1,673the alumni program 2,446reacurring monthly transfer to chec 1,650merchant account 407”

Raw XML Appendix141 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/PersonNm0MAXINE MCGRAINE
IRS990EZ/BooksInCareOfDetail/PhoneNum06268060963
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101154 CROWN ST
IRS990EZ/BooksInCareOfDetail/USAddress/City0GLENDORA
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode091740
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034700
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041317
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05134
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06617
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034700
IRS990EZ/Form990TotalAssetsGrp/EOYAmt041317
IRS990EZ/FundraisingGrossIncomeAmt032957
IRS990EZ/GrossReceiptsAmt099379
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034700
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041317
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034700
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041317
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEVIN BOWERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MAXINE CRGRANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt081131
IRS990EZ/OtherRevenueTotalAmt04597
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENHANCE EDUCATIONAL PROGRAMS
IRS990EZ/ProgramServiceRevenueAmt056691
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BY SEEKING OUT TO ENHANCE EDUCATIONAL PROGRAM DURING SUMMER SCHOOL ALONG WITH BAND AND STRING PROGRAMS TO BUILD CHARACTER
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046944
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011631
IRS990EZ/SpecialEventsNetIncomeLossAmt021326
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt081131
IRS990EZ/TotalProgramServiceExpensesAmt046944
IRS990EZ/TotalRevenueAmt087748
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.COPE4KIDS.ORG
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt061825
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt023859
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022959
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt040397
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03378
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0152418
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0152418
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt061825
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt023859
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt022959
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt040397
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03378
IRS990ScheduleA/Total509Grp/TotalAmt0152418
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt061825
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt023859
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt022959
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt040397
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03378
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0152418
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011540
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026910
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt02698
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt029608
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026910
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt02698
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029608
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0HALL OF FAME
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0PARENT PALOO
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018068
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011540
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08485
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03055
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTRECURRING MONTHLY TRANSFER 1,650BANK CARD PAY ANYWHERE CREDIT 48DEPOSITED UNCASH CHECKS 98RECURRILNG MONTHLY TRANSFER CK ACOU 1,800TRANSFER FOR CHECKING ACCOUNT 0648 1,000INTEREST EARNED 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTORGANIZATIONAL TAX PREPERATION 900RECURRING MONTHLY TRANSFER TO SAVIN 1,800TRANSFER TO SAVINGS ACCOUNT 1,000NSF 287NSF BANK FEES 36CREDIT CARD TERMINAL LEASE 399BANK ACCOUNT SUPPLY 37POST OFFICE BOX RENTAL 54OFFICE SUPPLY 299POSTAGE 272PRINTING AND DUPLICATING 290GO DADDY GO 101CITY OF GLENDORA XMAS PARADE 35CITY OF COVINA XMAS PARADE 45COVINA CHAMBER OF COMMERCE MEMBERSH 110LIABILITY INS 711FTB 10SOI 20ATTORNEY GENERAL 25CONSULTING SERVICES FUND RA & MARKE 5,700PROGRAM EXPENSES COINS FOR COPE REW 120DONATION TO RALPH BRISTOL VOL ORG 500CHARTER OAK UNIFIED SCHOOLS DONATIO 20,000SUMMER ENRICHMENT PROGRAM 42,204COMMUNITY PARTNER PROGRAM 1,673THE ALUMNI PROGRAM 2,446REACURRING MONTHLY TRANSFER TO CHEC 1,650MERCHANT ACCOUNT 407
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MAXINE CRGRANE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06269668331
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10CHARTER OAK PARTNERS IN EDUCATION I
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0371585663
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1642
ReturnHeader/Filer/USAddress/City0COVINA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode091722
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800202401
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ALBERT E JEFFREY TAX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine104702 N DUXFORD AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Covina
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode091722
ReturnHeader/PreparerPersonGrp/PhoneNum06269153408
ReturnHeader/PreparerPersonGrp/PreparationDt02014-07-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALBERT E JEFFREY
ReturnHeader/ReturnTs02014-07-17T19:04:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,317
Liabilities
$0
Net assets
$41,317
Revenue
$87,748
Expenses
$81,131
Net income
$6,617
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.32$0.00$0.32$0.34$0.14$0.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.00$0.12$0.71$0.81$0.10
2017Summary only. Only limited summary data is available for this year.$0.22$0.00$1.01$1.15$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$1.49$1.63$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.85$0.87$0.02
2014Summary only. Only limited summary data is available for this year.$0.53$0.00$0.58$0.47$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.88$0.81$0.07
2012Summary only. Only limited summary data is available for this year.$0.35$0.00$0.91$1.23$0.32
2011Summary only. Only limited summary data is available for this year.$0.67$0.00$0.75$0.28$0.47