Civic Intelligence

Robert & Deborah Kopp Family Foundation Inc

990PF • Fiscal year 2016 • EIN 80-0006018

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

3730 South Lake Creek DriveWilson, WY 83014

(307) 203-2329

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

91st percentile

53%

Higher net margin than 91% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

51st percentile

1.0%

Faster asset growth than 51% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-67%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$559,358

Up $5,472 (+1.0%) from 2015

Net Assets

Up

$559,358

Up $5,472 (+1.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$13,156

Down $27,269 (-67%) from 2015

Expenses

Down

$6,245

Down $21,102 (-77%) from 2015

Net Income

Down

$6,911

Down $6,167 (-47%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $406,434Liabilities 2010: $0Net Assets 2010: $406,4342010Assets 2011: $479,032Liabilities 2011: $0Net Assets 2011: $479,0322011Assets 2012: $554,984Liabilities 2012: $12012Assets 2013: $598,730Liabilities 2013: $0Net Assets 2013: $598,7302013Assets 2014: $535,930Liabilities 2014: $0Net Assets 2014: $535,9302014Assets 2015: $553,886Liabilities 2015: $0Net Assets 2015: $553,8862015Assets 2016: $559,358Liabilities 2016: $0Net Assets 2016: $559,3582016Assets 2017: $570,810Liabilities 2017: $0Net Assets 2017: $570,8102017Assets 2018: $608,343Liabilities 2018: $0Net Assets 2018: $608,3432018Assets 2019: $630,483Liabilities 2019: $0Net Assets 2019: $630,4832019Assets 2020: $525,464Liabilities 2020: $0Net Assets 2020: $525,4642020Assets 2021: $543,692Liabilities 2021: $0Net Assets 2021: $543,6922021Assets 2022: $572,871Liabilities 2022: $0Net Assets 2022: $572,8712022Assets 2023: $556,560Liabilities 2023: $0Net Assets 2023: $556,5602023Assets 2024: $590,693Liabilities 2024: $0Net Assets 2024: $590,6932024

Highlighted filing

2016

Assets$559,358
Liabilities$0
Net Assets$559,358

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2010: $32,5192010Expenses 2011: $55,8622011Revenue 2012: $167,050Expenses 2012: $71,286Net Income 2012: $95,7642012Revenue 2013: $113,560Expenses 2013: $72,188Net Income 2013: $41,3722013Revenue 2014: $41,231Expenses 2014: $115,620Net Income 2014: -$74,3892014Revenue 2015: $40,425Expenses 2015: $27,347Net Income 2015: $13,0782015Revenue 2016: $13,156Expenses 2016: $6,245Net Income 2016: $6,9112016Revenue 2017: $18,679Expenses 2017: $6,315Net Income 2017: $12,3642017Revenue 2018: $45,904Expenses 2018: $7,172Net Income 2018: $38,7322018Revenue 2019: $30,975Expenses 2019: $6,592Net Income 2019: $24,3832019Revenue 2020: $13,183Expenses 2020: $116,437Net Income 2020: -$103,2542020Revenue 2021: $38,086Expenses 2021: $18,030Net Income 2021: $20,0562021Revenue 2022: $34,557Expenses 2022: $7,032Net Income 2022: $27,5252022Revenue 2023: $24,789Expenses 2023: $36,580Net Income 2023: -$11,7912023Revenue 2024: $41,155Expenses 2024: $13,406Net Income 2024: $27,7492024

Highlighted filing

2016

Revenue$13,156
Expenses$6,245
Net Income$6,911
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT KOPPPres/Treas-$0--
DEBORAH KOPPSecy/Asst Treas-$0--
JOHN H LAVELLEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Robert Deborah Kopp Family
EIN
80-0006018
Phone
3072032329
Address
3730 SOUTH LAKE CREEK DRIVE, WILSON, WY 83014

Signing Officer

Name
Robert Kopp
Title
President
Signed
2017-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Lavelle & Finn LLP
Address
29 British American Boulevard, Latham, NY 12110-1405
Preparer
John H Lavelle CPA Llm
Phone
5188696227
Raw XML Appendix306 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT KOPP
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0c/o J Lavelle 29 British American B
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Latham
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd012110
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ROBERT AND DEBORAH KOPP
IRS990PF/StatementsRegardingActyGrp/PhoneNum05188696227
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROBERT KOPP
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1DEBORAH KOPP
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02600
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029242
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt026642
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt072467
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt033159
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt033520
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt024588
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt026642
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0137092
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt072467
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt033159
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt031466
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02600
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0137092
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0163734
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LAVELLE & FINN, LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02500
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02500
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01439
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJ sale- DONATE STOCK TO COST
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0cl king fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1fidelity investment manager fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Merrill Lynch Account Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3NYS DEPARTMENT OF LAW-registration
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01924
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11487
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01924
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11487
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3100
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt032
TaxesSchedule/TaxesDetail/Amt084
TaxesSchedule/TaxesDetail/CategoryTxt0foreign taxes paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt084
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT KOPP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT DEBORAH KOPP FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0800006018
ReturnHeader/Filer/PhoneNum03072032329
ReturnHeader/Filer/USAddress/AddressLine1Txt03730 SOUTH LAKE CREEK DRIVE
ReturnHeader/Filer/USAddress/CityNm0WILSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WY
ReturnHeader/Filer/USAddress/ZIPCd083014
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lavelle & Finn LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt029 British American Boulevard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Latham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0121101405
ReturnHeader/PreparerPersonGrp/PhoneNum05188696227
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN H LAVELLE CPA LLM
ReturnHeader/ReturnTs02017-05-10T09:56:15-07:00
ReturnHeader/ReturnTypeCd0990PF
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.$5.91$0.00$5.91$0.41$0.13$0.28
2023Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$0.25$0.37$0.12
2022Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$0.35$0.07$0.28
2021Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$0.38$0.18$0.20
2020Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.13$1.16$1.03
2019Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$0.31$0.07$0.24
2018Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$0.46$0.07$0.39
2017Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.19$0.06$0.12
2016Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$0.13$0.06$0.07
2015Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$0.40$0.27$0.13
2014Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.41$1.16$0.74
2013Detailed filing. Detailed filing data is available for this year.$5.99$0.00$5.99$1.14$0.72$0.41
2012Summary only. Only limited summary data is available for this year.$5.55$0.00$1.67$0.71$0.96
2011Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.56
2010Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.33