Civic Intelligence

Coppell Isd Educatiion Foundation Inc.

990EZ • Fiscal year 2016 • EIN 75-2883472

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 10, 2017

200 S Denton Tap RoadCoppell, TX 75019

(214) 496-6054

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

68th percentile

15%

Faster asset growth than 68% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$499,014

Up $63,771 (+15%) from 2015

Net Assets

Up

$499,014

Up $63,771 (+15%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$139,767

Up $14,027 (+11%) from 2015

Expenses

Up

$123,718

Up $41,913 (+51%) from 2015

Net Income

Down

$16,049

Down $27,886 (-63%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $309,904Liabilities 2010: $02010Assets 2011: $301,117Liabilities 2011: $0Net Assets 2011: $301,1172011Assets 2012: $345,373Liabilities 2012: $0Net Assets 2012: $345,3732012Assets 2013: $393,865Liabilities 2013: $21Net Assets 2013: $393,8442013Assets 2014: $402,292Liabilities 2014: $54Net Assets 2014: $402,2382014Assets 2015: $435,243Liabilities 2015: $0Net Assets 2015: $435,2432015Assets 2016: $499,014Liabilities 2016: $0Net Assets 2016: $499,0142016Assets 2017: $596,444Liabilities 2017: $0Net Assets 2017: $596,4442017Assets 2018: $628,645Liabilities 2018: $0Net Assets 2018: $628,6452018Assets 2019: $734,496Liabilities 2019: $0Net Assets 2019: $734,4962019Assets 2020: $824,422Liabilities 2020: $167Net Assets 2020: $824,2552020Assets 2021: $852,711Liabilities 2021: $0Net Assets 2021: $852,7112021Assets 2022: $823,191Liabilities 2022: $7,781Net Assets 2022: $815,4102022Assets 2023: $838,384Liabilities 2023: $757Net Assets 2023: $837,6272023Assets 2024: $899,887Liabilities 2024: $0Net Assets 2024: $899,8872024

Highlighted filing

2016

Assets$499,014
Liabilities$0
Net Assets$499,014

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $96,951Expenses 2010: $74,264Net Income 2010: $22,6872010Revenue 2011: $79,219Expenses 2011: $77,771Net Income 2011: $1,4482011Revenue 2012: $77,016Expenses 2012: $55,848Net Income 2012: $21,1682012Revenue 2013: $101,886Expenses 2013: $90,384Net Income 2013: $11,5022013Revenue 2014: $88,473Expenses 2014: $77,401Net Income 2014: $11,0722014Revenue 2015: $125,740Expenses 2015: $81,805Net Income 2015: $43,9352015Revenue 2016: $139,767Expenses 2016: $123,718Net Income 2016: $16,0492016Revenue 2017: $181,284Expenses 2017: $154,946Net Income 2017: $26,3382017Revenue 2018: $199,597Expenses 2018: $170,078Net Income 2018: $29,5192018Revenue 2019: $211,454Expenses 2019: $175,548Net Income 2019: $35,9062019Revenue 2020: $145,548Expenses 2020: $121,774Net Income 2020: $23,7742020Revenue 2021: $165,095Expenses 2021: $149,110Net Income 2021: $15,9852021Revenue 2022: $211,602Expenses 2022: $118,463Net Income 2022: $93,1392022Revenue 2023: $192,257Expenses 2023: $245,553Net Income 2023: -$53,2962023Revenue 2024: $274,208Expenses 2024: $171,860Net Income 2024: $102,3482024

Highlighted filing

2016

Revenue$139,767
Expenses$123,718
Net Income$16,049
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 10, 2017
Return Version
2016v3.0
Gross Receipts
$168,559
Mission and Program Overview

Mission

The foundation enhances the quality of education of coppell independent school district by bridging the financial gap by generating and distributing resources for education grants that are innoative, motivational and educational.

Program Services

DescriptionGrantsExpenses
THE EDUCATION FOUNDATION RAISES FUNDS WHICH ARE USED TO SUPPLEMENT, ASSIST AND AID THE COPPELL ISD IN ITS PURSUIT OF EXCELLENCE THROUGH PROVIDING FUNDS FOR INNOVATIVE LEARNING PROJECTS AND CONTINUING EDUCATION.$78,455$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARRIE CLARKTreasurer-$0--
MANISH SETHIPresident-$0--
DANA STARNERVice Pres-Marketing-$0--
CARA DUNNVice Pres-Fundraising-$0--
MICHELLE BAUERSecrtary-$0--
MAGGIE CHAMBLESSParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Summer Learning Camps$42,300$42,300$7,528$34,772
Academic Recognition Banquet$16,570$16,570$3,110$13,460
Total Events$71,518$71,518$28,792$42,726
Filing and Contact Details

Filer

Filer Name
Coppell Isd Education Foundation
EIN
75-2883472
Phone
2144966054
Address
200 S DENTON TAP ROAD, COPPELL, TX 75019

Signing Officer

Name
Carrie Clark
Title
Director
Phone
2144966054
Signed
2017-06-10
Discuss with paid preparer
Yes

Preparer

Firm
Jane Mcintosh Kleid CPA
Address
330 SPANISH MOSS DR, COPPELL, TX 75019
Preparer
Jane M Kleid
Phone
2147508985
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income - money market. Amount: 6. Description: dividends. Amount: 8,016. Description: long term capital gain. Amount: 7,143. Total included on form 990-ez, line 4: 15,165.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: educational grants. Grantee name: coppell isd. Grantee address: 200 n denton tap road coppell, tx 75019. Property description: cash. Amount given: 78,455.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 91.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: credit card processing fees. Amount: 183. Description: annual drive. Amount: 5,314. Description: insurance. Amount: 1,112. Description: database. Amount: 1,749. Description: marketing and promotion. Amount: 4,963. Description: workshops/training. Amount: 20. Description: other fundraising expenses. Amount: 1,015. Description: investment management fees. Amount: 1,661. Description: products - shirts. Amount: 3,742. Total to form 990-ez, line 16: 19,759.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gain in investments. Amount: 12,186. Description: increase in restricted funds. Amount: 35,536. Total to form 990-ez, line 20: 47,722.

Form 990-ez, Part II, Line 24 - Other Assets

Description: investments - publicly traded securities. Beg. Of year amount: 354,273. End of year amount: 426,037. Description: other depreciable assets. Beg. Of year amount: 227. End of year amount: 136.

Raw XML Appendix212 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.

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IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION ENHANCES THE QUALITY OF EDUCATION OF COPPELL INDEPENDENT SCHOOL DISTRICT BY BRIDGING THE FINANCIAL GAP BY GENERATING AND DISTRIBUTING RESOURCES FOR EDUCATION GRANTS THAT ARE INNOATIVE, MOTIVATIONAL AND EDUCATIONAL.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME - MONEY MARKET. AMOUNT: 6. DESCRIPTION: DIVIDENDS. AMOUNT: 8,016. DESCRIPTION: LONG TERM CAPITAL GAIN. AMOUNT: 7,143. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 15,165.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: EDUCATIONAL GRANTS. GRANTEE NAME: COPPELL ISD. GRANTEE ADDRESS: 200 N DENTON TAP ROAD COPPELL, TX 75019. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 78,455.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DEPRECIATION. AMOUNT: 91.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CREDIT CARD PROCESSING FEES. AMOUNT: 183. DESCRIPTION: ANNUAL DRIVE. AMOUNT: 5,314. DESCRIPTION: INSURANCE. AMOUNT: 1,112. DESCRIPTION: DATABASE. AMOUNT: 1,749. DESCRIPTION: MARKETING AND PROMOTION. AMOUNT: 4,963. DESCRIPTION: WORKSHOPS/TRAINING. AMOUNT: 20. DESCRIPTION: OTHER FUNDRAISING EXPENSES. AMOUNT: 1,015. DESCRIPTION: INVESTMENT MANAGEMENT FEES. AMOUNT: 1,661. DESCRIPTION: PRODUCTS - SHIRTS. AMOUNT: 3,742. TOTAL TO FORM 990-EZ, LINE 16: 19,759.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: UNREALIZED GAIN IN INVESTMENTS. AMOUNT: 12,186. DESCRIPTION: INCREASE IN RESTRICTED FUNDS. AMOUNT: 35,536. TOTAL TO FORM 990-EZ, LINE 20: 47,722.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: INVESTMENTS - PUBLICLY TRADED SECURITIES. BEG. OF YEAR AMOUNT: 354,273. END OF YEAR AMOUNT: 426,037. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 227. END OF YEAR AMOUNT: 136.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARRIE CLARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02144966054
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COPPELL ISD EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0COPP
ReturnHeader/Filer/EIN0752883472
ReturnHeader/Filer/PhoneNum02144966054
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 S DENTON TAP ROAD
ReturnHeader/Filer/USAddress/CityNm0COPPELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075019
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06EE02868FE60692B2D0775FA439B55AD458B83E8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06EE02868FE60692B2D0775FA439B55AD458B83E8
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.203.100.226
ReturnHeader/FilingSecurityInformation/IPDt02017-06-10
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ReturnHeader/FilingSecurityInformation/IPTm013:41:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752916499
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JANE MCINTOSH KLEID CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0330 SPANISH MOSS DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COPPELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075019
ReturnHeader/PreparerPersonGrp/PhoneNum02147508985
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANE M KLEID
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-06-15T09:28:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.00$0.00$9.00$2.74$1.72$1.02
2023Detailed filing. Detailed filing data is available for this year.$8.38$0.01$8.38$1.92$2.46$0.53
2022Detailed filing. Detailed filing data is available for this year.$8.23$0.08$8.15$2.12$1.18$0.93
2021Detailed filing. Detailed filing data is available for this year.$8.53$0.00$8.53$1.65$1.49$0.16
2020Detailed filing. Detailed filing data is available for this year.$8.24$0.00$8.24$1.46$1.22$0.24
2019Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$2.11$1.76$0.36
2018Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$2.00$1.70$0.30
2017Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$1.81$1.55$0.26
2016Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$1.40$1.24$0.16
2015Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$1.26$0.82$0.44
2014Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.88$0.77$0.11
2013Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$1.02$0.90$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.45$0.00$3.45$0.77$0.56$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.01$0.00$3.01$0.79$0.78$0.01
2010Summary only. Only limited summary data is available for this year.$3.10$0.00$0.97$0.74$0.23