Civic Intelligence

Copeland Elementary PTO Inc.

990EZ • Fiscal year 2022 • EIN 76-0370304

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 04, 2022

18018 Forest Heights DrHouston, TX 77095

(713) 670-4993

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

87th percentile

46%

Higher net margin than 87% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

91st percentile

96%

Faster asset growth than 91% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

77th percentile

62%

Faster revenue growth than 77% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$87,430

Up $42,731 (+96%) from 2021

Net Assets

$87,430

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$93,368

Up $35,710 (+62%) from 2021

Expenses

Up

$50,637

Up $14,504 (+40%) from 2021

Net Income

Up

$42,731

Up $21,206 (+99%) from 2021

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $65,241Liabilities 2011: $16,677Net Assets 2011: $48,5642011Assets 2012: $47,492Liabilities 2012: $12,906Net Assets 2012: $34,5862012Assets 2013: $52,463Liabilities 2013: $0Net Assets 2013: $52,4632013Assets 2014: $37,490Liabilities 2014: $0Net Assets 2014: $37,4902014Assets 2015: $44,219Liabilities 2015: $0Net Assets 2015: $44,2192015Assets 2016: $31,613Net Assets 2016: $31,6132016Assets 2017: $36,145Liabilities 2017: $02017Assets 2018: $36,237Liabilities 2018: $02018Assets 2019: $47,373Liabilities 2019: $02019Assets 2020: $23,174Liabilities 2020: $02020Assets 2021: $44,699Liabilities 2021: $02021Assets 2022: $87,430Liabilities 2022: $0Net Assets 2022: $87,4302022Assets 2023: $37,457Liabilities 2023: $0Net Assets 2023: $37,4572023Assets 2024: $64,964Liabilities 2024: $0Net Assets 2024: $64,9642024

Highlighted filing

2022

Assets$87,430
Liabilities$0
Net Assets$87,430

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $92,022Expenses 2011: $69,256Net Income 2011: $22,7662011Revenue 2012: $69,062Expenses 2012: $83,040Net Income 2012: -$13,9782012Revenue 2013: $45,570Expenses 2013: $27,693Net Income 2013: $17,8772013Revenue 2014: $41,328Expenses 2014: $56,301Net Income 2014: -$14,9732014Revenue 2015: $77,089Expenses 2015: $70,360Net Income 2015: $6,7292015Revenue 2016: $54,580Expenses 2016: $67,186Net Income 2016: -$12,6062016Revenue 2017: $68,477Expenses 2017: $63,945Net Income 2017: $4,5322017Revenue 2018: $60,934Expenses 2018: $60,842Net Income 2018: $922018Revenue 2019: $72,128Expenses 2019: $60,992Net Income 2019: $11,1362019Revenue 2020: $60,993Expenses 2020: $85,192Net Income 2020: -$24,1992020Revenue 2021: $57,658Expenses 2021: $36,133Net Income 2021: $21,5252021Revenue 2022: $93,368Expenses 2022: $50,637Net Income 2022: $42,7312022Revenue 2023: $87,359Expenses 2023: $137,333Net Income 2023: -$49,9742023Revenue 2024: $78,712Expenses 2024: $59,306Net Income 2024: $19,4062024

Highlighted filing

2022

Revenue$93,368
Expenses$50,637
Net Income$42,731
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 4, 2022
Return Version
2021v4.1
Gross Receipts
$123,411
Mission and Program Overview

Mission

To promote the education of Copeland Elementary students

Program Services

DescriptionGrantsExpenses
0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Valerie EffingerPresidentPT$0--
Robin SovieTreasurerPT$0--
Cecilia FernandezCultural ArtsPT$0--
Magen HallVips CoordinatorPT$0--
LaKishia EdwardsSocial Media CoordinatorPT$0--
Laurie AlexanderFundraisingPT$0--
Majesta CarrawaySecretaryPT$0--
Deepa OzarkarMembership LiaisonPT$0--
Rebecca BintcliffeMajor Events CoordinatorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Step It Up$29,303$29,302$173$29,129
Help Us Rise$22,400$22,400$642$21,758
Total Events$101,052$101,051$28,232$72,819
Filing and Contact Details

Filer

Filer Name
Copeland Elementary Pto Inc
EIN
76-0370304
Phone
7136704993
Address
18018 FOREST HEIGHTS DR, HOUSTON, TX 77095

Signing Officer

Name
Robin Sovie
Title
PTO Treasurer
Phone
0000000000
Signed
2022-11-04
Supplemental Narrative

Additional Explanations

Schedule O:

Form 990-EZ Part 1 Line 8 - Other Income - Refunds 28 - Online Transaction Convenience Fees 2140 - Form 990-EZ Part 1 Line 16 - Other Expenses - VIPS 66 Field Trips Academic Enrichments 5878 5th Grade Activities 4950 PBIS Monthly Activities and May Event 2181 STAAR Gifts 1626 Multicultural Day 67 Garden 8047 Hospitality 2151 Staff Gifts 3000 Staff Wish List 2147 Staff Shirts 870 PE Supplies 94 Music Supplies 163 Art Supplies 284 Music - Program Expenses 170 PE - Field Day and Dance Across Texas Expenses 234 Clinic 41 Library Books 4004 Movie License 319 Ink 667 Watch DOGS 38 Ground Beautification 134 Membership Toolkit Website 750 Taxes sales tax CPA fees 1754 Organizational Items shelving 472 PayPal Fees 2212 Life Storage 400 Bridges Intervention Kit 1073 Membership Drive Prizes 175 Service Dog 6000 Go Daddy website 122 Change withdrawal for Events 408 TOTAL 50497

Raw XML Appendix243 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/BooksInCareOfDetail/USAddress/CityNm0Houston
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Valerie Effinger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Robin Sovie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Cecilia Fernandez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Magen Hall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LaKishia Edwards
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Laurie Alexander
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Majesta Carraway
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Deepa Ozarkar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Rebecca Bintcliffe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Cultural Arts
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Social Media Coordinator
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Membership Liaison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Major Events Coordinator
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/OtherRevenueTotalAmt02168
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IRS990EZ/PrimaryExemptPurposeTxt0To promote the education of Copeland Elementary students
IRS990EZ/PrintingPublicationsPostageAmt0140
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt085945
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05255
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03602
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013463
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt036321
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09655
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt068296
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt020
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0109221
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt058824
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt088761
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt052171
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt091471
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0400448
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IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Help Us Rise
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Step It Up
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022400
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022400
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt072819
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt03124
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt03124
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt024293
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025108
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0642
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0173
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990-EZ Part 1 Line 8 - Other Income - Refunds 28 - Online Transaction Convenience Fees 2140 - Form 990-EZ Part 1 Line 16 - Other Expenses - VIPS 66 Field Trips Academic Enrichments 5878 5th Grade Activities 4950 PBIS Monthly Activities and May Event 2181 STAAR Gifts 1626 Multicultural Day 67 Garden 8047 Hospitality 2151 Staff Gifts 3000 Staff Wish List 2147 Staff Shirts 870 PE Supplies 94 Music Supplies 163 Art Supplies 284 Music - Program Expenses 170 PE - Field Day and Dance Across Texas Expenses 234 Clinic 41 Library Books 4004 Movie License 319 Ink 667 Watch DOGS 38 Ground Beautification 134 Membership Toolkit Website 750 Taxes sales tax CPA fees 1754 Organizational Items shelving 472 PayPal Fees 2212 Life Storage 400 Bridges Intervention Kit 1073 Membership Drive Prizes 175 Service Dog 6000 Go Daddy website 122 Change withdrawal for Events 408 TOTAL 50497
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Robin Sovie
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PTO Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum00000000000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COPELAND ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0COPE
ReturnHeader/Filer/EIN0760370304
ReturnHeader/Filer/PhoneNum07136704993
ReturnHeader/Filer/USAddress/AddressLine1Txt018018 FOREST HEIGHTS DR
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077095
ReturnHeader/ReturnTs02022-11-04T15:30:01Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Robin
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Sovie
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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.$0.65$0.00$0.65$0.79$0.59$0.19
2023Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.87$1.37$0.50
2022Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.93$0.51$0.43
2021Summary only. Only limited summary data is available for this year.$0.45$0.00$0.58$0.36$0.22
2020Summary only. Only limited summary data is available for this year.$0.23$0.00$0.61$0.85$0.24
2019Summary only. Only limited summary data is available for this year.$0.47$0.00$0.72$0.61$0.11
2018Summary only. Only limited summary data is available for this year.$0.36$0.00$0.61$0.61$0.00
2017Summary only. Only limited summary data is available for this year.$0.36$0.00$0.68$0.64$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.55$0.67$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.77$0.70$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.41$0.56$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.52$0.46$0.28$0.18
2012Summary only. Only limited summary data is available for this year.$0.47$0.13$0.35$0.69$0.83$0.14
2011Summary only. Only limited summary data is available for this year.$0.65$0.17$0.49$0.92$0.69$0.23