Civic Intelligence

Coppell Isd Educatiion Foundation Inc.

990 • Fiscal year 2019 • EIN 75-2883472

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 20, 2020

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

27th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

74th percentile

17%

Higher net margin than 74% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

74th percentile

17%

Faster asset growth than 74% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

54th percentile

5.9%

Faster revenue growth than 54% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$734,496

Up $105,851 (+17%) from 2018

Net Assets

Up

$734,496

Up $105,851 (+17%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$211,454

Up $11,857 (+5.9%) from 2018

Expenses

Up

$175,548

Up $5,470 (+3.2%) from 2018

Net Income

Up

$35,906

Up $6,387 (+22%) from 2018

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

2019

Assets$734,496
Liabilities$0
Net Assets$734,496

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

2019

Revenue$211,454
Expenses$175,548
Net Income$35,906
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 20, 2020
Return Version
2019v5.0
Gross Receipts
$246,582
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.

Enhance the quality of education of coppell isd

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$526,726$621,528▲ $94,802
Cash and Non-Interest-Bearing Accounts$101,678$112,968▲ $11,290
Total Assets$628,645$734,496▲ $105,851
Other Assets Total$241--
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$526,726$621,528▲ $94,802
Net Assets Without Donor Restrictions$101,919$112,968▲ $11,049
Total Net Assets Fund Balance$628,645$734,496▲ $105,851
Total Liabilities and Net Assets / Fund Balance$628,645$734,496▲ $105,851

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$1,699$1,699

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$526,726$30,000▲ $67,655-$621,528
2018$509,055$50,000▼ $32,765-$526,726
2017$426,889$50,000▲ $34,505-$509,055
Compensation and Service Providers

Board Members and Trustees

NameTitle
Rosie StevensPresident
Pam Jones-williamsParliamentar
Christine AndersonSecretary
Karen CookTreasurer
Diana GutierrezVP of Fundra
Maggie ChamblessVP of Fundra
Gautam SircarVP of Market
Lian LoopVP of Market
Revenue and Support

Revenue Composition

Contributions and Grants
$135,344
Program Service Revenue
$0
Investment Income
$17,174
Other Revenue
$58,936
All Other Contributions
$135,344
Change in Net Assets
$35,906
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$110,151
Other Expenses$37,019
Salaries, Compensation, and Employee Benefits$28,378
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$110,151--$110,151
Other Salaries and Wages$26,271--$26,271
Fees for Service Investment Mgmnt Fees-$2,853-$2,853
Payroll Taxes$2,107--$2,107
Advertising$2,000--$2,000
All Other Expenses$1,691--$1,691
Other Expenses$1,074--$1,074
Occupancy$1,050--$1,050
Insurance$999--$999
Office Expenses$926--$926
Total Functional Expenses$172,695$2,853$0$175,548
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Coppell Indepenedent SchoolCoppell, TX-Provide Funding$110,151
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$94,064
Fundraising Direct Expenses$35,128
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Learning Camps$55,628$55,628$7,405$48,223
Fun Run Event$20,191$20,191$11,685$8,506
Total Events$94,064$94,064$35,128$58,936
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

A copy of the tax return is presented to the executive board for review before the filing of the return.

Form 990, Page 6, Part VI, Line 19

Financial statements are available to the public upon written request to the foundation.

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
Karen Cook
Title
Treasurer
Phone
2144966054
Signed
2020-08-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rosie Stevens
Voting Board Members
10
Independent Board Members
10
Employees
1

Preparer

Firm
Williamson & Liebert Pllc
Address
6230 N BELT LINE RD STE 340, IRVING, TX 75063
Preparer
Richard W Liebert CPA
Phone
9727530900
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The mission of the coppell isd education foundation is to generate and distribute resources to the coppell independent school district to provide funding for new innovative programs needed to meet the district's stated mission of excellence in education.

Form 990, Part XI, Line 9

Contributions to restricted funds 30,000

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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt02339
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0509055
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt034505
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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01699
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0DISTRICT
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IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 4, PART IV
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF THE COPPELL ISD EDUCATION FOUNDATION IS TO GENERATE AND DISTRIBUTE RESOURCES TO THE COPPELL INDEPENDENT SCHOOL DISTRICT TO PROVIDE FUNDING FOR NEW INNOVATIVE PROGRAMS NEEDED TO MEET THE DISTRICT'S STATED MISSION OF EXCELLENCE IN EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE TAX RETURN IS PRESENTED TO THE EXECUTIVE BOARD FOR REVIEW BEFORE THE FILING OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONTRIBUTIONS TO RESTRICTED FUNDS 30,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UponRequestInd0X
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IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.COPPELLISDEF.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN COOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02144966054
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-20
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
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02020-08-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:57:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814387662
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAMSON & LIEBERT PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06230 N BELT LINE RD STE 340
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075063

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
Peer Organizations

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