Civic Intelligence

Copmea Services Trust

990 • Fiscal year 2022 • EIN 51-0181175

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

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

44th percentile

0.00x

Higher debt load relative to assets than 44% of similar nonprofits.

2022 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

44th percentile

0.01x

Higher debt load relative to revenue than 44% of similar nonprofits.

2022 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2022

Net Margin

28th percentile

-4.0%

Higher net margin than 28% of similar nonprofits.

2022 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2022 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2022

Asset Growth

14th percentile

-14%

Faster asset growth than 14% of similar nonprofits.

2022 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

54th percentile

6.4%

Faster revenue growth than 54% of similar nonprofits.

2022 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$613,914

Down $99,997 (-14%) from 2021

Net Assets

Down

$611,679

Down $100,676 (-14%) from 2021

Liabilities

Up

$2,235

Up $679 (+44%) from 2021

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin28th percentile

Revenue

Up

$425,325

Up $25,601 (+6.4%) from 2021

Expenses

Up

$442,168

Up $91,999 (+26%) from 2021

Net Income

Down

-$16,843

Down $66,398 (-134%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2022

Assets$613,914
Liabilities$2,235
Net Assets$611,679
Open 2022 Filing

Operations Trend

Revenue Growth54th 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

2022

Revenue$425,325
Expenses$442,168
Net Income-$16,843
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$425,325
Mission and Program Overview

Mission

Promote social activity for municipal employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$424,465$346,790▼ $77,675
Savings and Temporary Cash Investments$163,515$134,916▼ $28,599
Inventories for Sale or Use$30,158$32,782▲ $2,624
Land, Buildings, and Equipment, Net$30,597$30,610▲ $13
Cash and Non-Interest-Bearing Accounts$15,817$14,816▼ $1,001
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$713,911$613,914▼ $99,997
Other Assets Total$49,359$54,000▲ $4,641
Liabilities
Accounts Payable and Accrued Expenses$1,556$2,235▲ $679
Total Liabilities$1,556$2,235▲ $679
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$712,355$611,679▼ $100,676
Total Net Assets Fund Balance$712,355$611,679▼ $100,676
Total Liabilities and Net Assets / Fund Balance$713,911$613,914▼ $99,997

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$15,451$1,944-
Equipment$15,159$9,121-
Other Assets Org$54,000--
Compensation and Service Providers
Top Officer Pay71st 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
$418,327
Investment Income
$6,998
Other Revenue
$0
Change in Net Assets
$-16,843
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$374,386
Salaries, Compensation, and Employee Benefits$67,782
Total Fundraising Expense$6,358
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$63,314-$63,314
Office Expenses-$12,869-$12,869
Fees for Services Accounting-$7,700-$7,700
Fees for Services Other-$7,500-$7,500
Occupancy-$6,739-$6,739
Advertising--$6,358$6,358
All Other Expenses-$5,242-$5,242
Other Expenses$297,610$3,802-$3,802
Payroll Taxes-$2,424-$2,424
Other Employee Benefits-$2,044-$2,044
Insurance-$886-$886
Total Functional Expenses$297,610$138,200$6,358$442,168
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, Section A, Line 6

“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, Section A, Line 7A

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

Form 990, Part VI, Section A, Line 7B

“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, Section B, Line 11B

“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, Section C, Line 19

“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
2023-11-14
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/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0LINA CRUZ
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt07641
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0287280
IRS990/PYProgramServiceRevenueAmt0392083
IRS990/PYRevenuesLessExpensesAmt049555
IRS990/PYSalariesCompEmpBnftPaidAmt062889
IRS990/PYTotalExpensesAmt0350169
IRS990/PYTotalRevenueAmt0399724
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-16843
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0163515
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0134916
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt015159
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09121
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt024280
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt054000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM FUND
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt015451
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01944
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt017395
IRS990ScheduleD/TotalBookValueLandBuildingsAmt030610
IRS990ScheduleD/TotalBookValueOtherAssetsAmt054000
IRS990/ScheduleJRequiredInd0false
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, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CITY OF PHOENIX EMPLOYEES ASSOCIATION I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0860208801
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501c9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0DEATH BENEFITS
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PHOENIX
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd085003
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0713911
IRS990/TotalAssetsEOYAmt0613914
IRS990/TotalAssetsGrp/BOYAmt0713911
IRS990/TotalAssetsGrp/EOYAmt0613914
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt06358
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0138200
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0297610
IRS990/TotalFunctionalExpensesGrp/TotalAmt0442168
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01556
IRS990/TotalLiabilitiesEOYAmt02235
IRS990/TotalLiabilitiesGrp/BOYAmt01556
IRS990/TotalLiabilitiesGrp/EOYAmt02235
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0712355
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0611679
IRS990/TotalProgramServiceExpensesAmt0297610
IRS990/TotalProgramServiceRevenueAmt0418327
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0425325
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0425325
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0713911
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0613914
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0251 W WASHINGTON ST 2ND FLOOR
IRS990/USAddress/CityNm0PHOENIX
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085003
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINA CRUZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COPMEA SERVICES TRUST
ReturnHeader/Filer/BusinessNameControlTxt0COPM
ReturnHeader/Filer/EIN0510181175
ReturnHeader/Filer/PhoneNum06022626857
ReturnHeader/Filer/USAddress/AddressLine1Txt0251 W WASHINGTON ST 2ND FLOOR
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$613,914
Liabilities
$2,235
Net assets
$611,679
Revenue
$425,325
Expenses
$442,168
Net income
-$16,843
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