Civic Intelligence

Copmea Services Trust

990 • Fiscal year 2021 • EIN 51-0181175

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization ProfileN/A
251 W Washington St 2nd FloorPhoenix, AZ 85003

(602) 262-6857

Siviq Scores

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

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

2021 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

41st percentile

0.00x

Higher debt load relative to revenue than 41% of similar nonprofits.

2021 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2021

Net Margin

49th percentile

12%

Higher net margin than 49% of similar nonprofits.

2021 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2021 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2021

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

2021 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

79th percentile

46%

Faster revenue growth than 79% of similar nonprofits.

2021 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$713,911

Up $99,511 (+16%) from 2020

Net Assets

Up

$712,355

Up $100,053 (+16%) from 2020

Liabilities

Down

$1,556

Down $542 (-26%) from 2020

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin49th percentile

Revenue

Up

$399,724

Up $125,244 (+46%) from 2020

Expenses

Up

$350,169

Up $192,285 (+122%) from 2020

Net Income

Down

$49,555

Down $67,041 (-57%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$800K$600K$400K$200K$0Assets 2011: $374,205Liabilities 2011: $91,760Net Assets 2011: $282,4452011Assets 2012: $415,738Liabilities 2012: $99,562Net Assets 2012: $316,1762012Assets 2013: $540,441Liabilities 2013: $103,787Net Assets 2013: $436,6542013Assets 2014: $597,880Liabilities 2014: $180,427Net Assets 2014: $417,4532014Assets 2015: $493,367Liabilities 2015: $152,362Net Assets 2015: $341,0052015Assets 2016: $331,040Liabilities 2016: $23,691Net Assets 2016: $307,3492016Assets 2017: $396,311Liabilities 2017: $18,208Net Assets 2017: $378,1032017Assets 2018: $338,153Liabilities 2018: $16,961Net Assets 2018: $321,1922018Assets 2019: $451,149Liabilities 2019: $1,380Net Assets 2019: $449,7692019Assets 2020: $614,400Liabilities 2020: $2,098Net Assets 2020: $612,3022020Assets 2021: $713,911Liabilities 2021: $1,556Net Assets 2021: $712,3552021Assets 2022: $613,914Liabilities 2022: $2,235Net Assets 2022: $611,6792022Assets 2023: $579,985Liabilities 2023: $1,977Net Assets 2023: $578,0082023Assets 2024: $594,342Liabilities 2024: $2,083Net Assets 2024: $592,2592024

Highlighted filing

2021

Assets$713,911
Liabilities$1,556
Net Assets$712,355
Open 2021 Filing

Operations Trend

Revenue Growth79th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $221,547Expenses 2011: $271,640Net Income 2011: -$50,0932011Revenue 2012: $207,912Expenses 2012: $237,463Net Income 2012: -$29,5512012Revenue 2013: $225,417Expenses 2013: $224,614Net Income 2013: $8032013Revenue 2014: $203,724Expenses 2014: $234,928Net Income 2014: -$31,2042014Revenue 2015: $200,451Expenses 2015: $233,635Net Income 2015: -$33,1842015Revenue 2016: $208,212Expenses 2016: $281,931Net Income 2016: -$73,7192016Revenue 2017: $203,814Expenses 2017: $212,576Net Income 2017: -$8,7622017Revenue 2018: $208,794Expenses 2018: $228,122Net Income 2018: -$19,3282018Revenue 2019: $304,074Expenses 2019: $228,142Net Income 2019: $75,9322019Revenue 2020: $274,480Expenses 2020: $157,884Net Income 2020: $116,5962020Revenue 2021: $399,724Expenses 2021: $350,169Net Income 2021: $49,5552021Revenue 2022: $425,325Expenses 2022: $442,168Net Income 2022: -$16,8432022Revenue 2023: $483,269Expenses 2023: $589,768Net Income 2023: -$106,4992023Revenue 2024: $519,533Expenses 2024: $542,018Net Income 2024: -$22,4852024

Highlighted filing

2021

Revenue$399,724
Expenses$350,169
Net Income$49,555
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.1
Gross Receipts
$399,724
Mission and Program Overview

Mission

Promote social activity for municipal employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$354,427$424,465▲ $70,038
Savings and Temporary Cash Investments$90,523$163,515▲ $72,992
Land, Buildings, and Equipment, Net$30,597$30,597→ $0
Inventories for Sale or Use$23,006$30,158▲ $7,152
Cash and Non-Interest-Bearing Accounts$83,267$15,817▼ $67,450
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-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$614,400$713,911▲ $99,511
Other Assets Total$32,580$49,359▲ $16,779
Liabilities
Accounts Payable and Accrued Expenses$2,098$1,556▼ $542
Total Liabilities$2,098$1,556▼ $542
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$612,302$712,355▲ $100,053
Total Net Assets Fund Balance$612,302$712,355▲ $100,053
Total Liabilities and Net Assets / Fund Balance$614,400$713,911▲ $99,511

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$15,438$1,947-
Equipment$15,159$9,121-
Other Assets Org$3--
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Lina CruzPresident
Connie CordovaVice President
Anamarie QuintanillaDirector
Johnny MendozaDirector
Olga SotoDirector
Ray YocopisDirector
Vivian SoteloDirector
Larry FelixParliamentarian
Dora GarciaSecretary
Kanika JonesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$392,083
Investment Income
$7,641
Other Revenue
$0
Change in Net Assets
$49,555
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$287,280
Salaries, Compensation, and Employee Benefits$62,889
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$57,974-$57,974
Office Expenses-$11,024-$11,024
All Other Expenses-$8,264-$8,264
Fees for Services Accounting-$7,150-$7,150
Payroll Taxes-$4,915-$4,915
Other Expenses$240,653$4,193-$4,193
Conferences and Meetings-$2,257-$2,257
Insurance-$923-$923
Advertising-$566-$566
Total Functional Expenses$240,653$109,516$0$350,169
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
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-
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“Board of directors are nominated and elected by the members of the trust. Membership meetings are held on the same day as the board meetings.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“The members of the trust nominate and elect the board members.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“The members of the trust vote on issues such as the election of board members and if associate members should have the right to vote.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The 990 tax return is given to the president and treasurer for review. The return is then signed by the president.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents are available to the public upon request in the trust office.”

Filing and Contact Details

Filer

Filer Name
Copmea Services Trust
EIN
51-0181175
Phone
6022626857
Address
251 W WASHINGTON ST 2ND FLOOR, PHOENIX, AZ 85003

Signing Officer

Name
Lina Cruz
Title
President
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lina Cruz
Formed
1957
Legal Domicile
Az
Voting Board Members
10
Independent Board Members
0
Employees
4

Preparer

Firm
Colby & Powell PLC
Address
1535 W Harvard Ave Ste 101, Gilbert, AZ 85233
Preparer
James S Usevitch
Phone
4806353200
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IRS990/PYTotalRevenueAmt0274480
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt09121
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt13
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Rounding
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01947
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt017385
IRS990ScheduleD/TotalBookValueLandBuildingsAmt030597
IRS990ScheduleD/TotalBookValueOtherAssetsAmt049359
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD OF DIRECTORS ARE NOMINATED AND ELECTED BY THE MEMBERS OF THE TRUST. MEMBERSHIP MEETINGS ARE HELD ON THE SAME DAY AS THE BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS OF THE TRUST NOMINATE AND ELECT THE BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS OF THE TRUST VOTE ON ISSUES SUCH AS THE ELECTION OF BOARD MEMBERS AND IF ASSOCIATE MEMBERS SHOULD HAVE THE RIGHT TO VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 990 TAX RETURN IS GIVEN TO THE PRESIDENT AND TREASURER FOR REVIEW. THE RETURN IS THEN SIGNED BY THE PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST IN THE TRUST OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0240653
IRS990/TotalFunctionalExpensesGrp/TotalAmt0350169
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IRS990/TotalProgramServiceExpensesAmt0240653
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$713,911
Liabilities
$1,556
Net assets
$712,355
Revenue
$399,724
Expenses
$350,169
Net income
$49,555
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.94$0.02$5.92$5.20$5.42$0.22
2023Detailed filing. Detailed filing data is available for this year.$5.80$0.02$5.78$4.83$5.90$1.06
2022Detailed filing. Detailed filing data is available for this year.$6.14$0.02$6.12$4.25$4.42$0.17
2021Detailed filing. Detailed filing data is available for this year.$7.14$0.02$7.12$4.00$3.50$0.50
2020Detailed filing. Detailed filing data is available for this year.$6.14$0.02$6.12$2.74$1.58$1.17
2019Detailed filing. Detailed filing data is available for this year.$4.51$0.01$4.50$3.04$2.28$0.76
2018Detailed filing. Detailed filing data is available for this year.$3.38$0.17$3.21$2.09$2.28$0.19
2017Detailed filing. Detailed filing data is available for this year.$3.96$0.18$3.78$2.04$2.13$0.09
2016Summary only. Only limited summary data is available for this year.$3.31$0.24$3.07$2.08$2.82$0.74
2015Summary only. Only limited summary data is available for this year.$4.93$1.52$3.41$2.00$2.34$0.33
2014Summary only. Only limited summary data is available for this year.$5.98$1.80$4.17$2.04$2.35$0.31
2013Summary only. Only limited summary data is available for this year.$5.40$1.04$4.37$2.25$2.25$0.01
2012Summary only. Only limited summary data is available for this year.$4.16$1.00$3.16$2.08$2.37$0.30
2011Summary only. Only limited summary data is available for this year.$3.74$0.92$2.82$2.22$2.72$0.50