Civic Intelligence

Cofa Holdings Inc

EIN 93-2472009 • 501(c)2 • Indianapolis, IN

NTEE B11

Profile

The corporation is a non-profit corporation and is organized for the exclusive purpose of holding title to property, collecting income therefrom, and turning over the entire amount thereof, less expenses, to alpha epsilon pi fraternity, a non-profit corporation exempt from federal income tax under internal revenue code section 501(c)(7).

8910 Purdue Road 730Indianapolis, IN 46268

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

40th percentile

0.00x

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

NTEE B • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2025

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

NTEE B • $500k-$1M nonprofits • Source year 2025

Asset Growth

92nd percentile

130%

Faster asset growth than 92% of similar nonprofits.

NTEE B • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

NTEE B • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets40th percentile

Assets

$296,164

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$296,164

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

$193,145

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$193,145

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2024: $296,164Liabilities 2024: $0Net Assets 2024: $296,1642024

Highlighted filing

2024

Assets$296,164
Liabilities$0
Net Assets$296,164
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0Revenue 2024: $193,145Expenses 2024: $0Net Income 2024: $193,1452024

Highlighted filing

2024

Revenue$193,145
Expenses$0
Net Income$193,145
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$296,164
Liabilities
$0
Net assets
$296,164
Revenue
$193,145
Expenses
$0
Net income
$193,145
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$1.93$0.00$1.93
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Apr 12, 2025
Return Version
2023v6.0
Gross Receipts
$193,145
Mission and Program Overview

Mission

The corporation is a non-profit corporation and is organized for the exclusive purpose of holding title to property, collecting income therefrom, and turning over the entire amount thereof, less expenses, to alpha epsilon pi fraternity, a non-profit corporation exempt from federal income tax under internal revenue code section 501(c)(7).

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities-$296,164-
Total Assets$0$296,164▲ $296,164
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$296,164-
Total Net Assets Fund Balance$0$296,164▲ $296,164
Total Liabilities and Net Assets / Fund Balance$0$296,164▲ $296,164

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$296,164--
Compensation and Service Providers
Top Officer Pay57th percentile

Board Members and Trustees

NameTitle
Rob DerdigerPresident/CEO
Scott CohonDirector
Steve BernsteinSecretary
Micah KamrassTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$193,145
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$193,145
Change in Net Assets
$193,145
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of form 990 was provided to the organization's governing body and reviewed prior to filing.”

Form 990, Part VI, Section C, Line 19

“A. The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Cofa Holdings Inc
EIN
93-2472009
Phone
3178761913
Address
8910 PURDUE ROAD 730, INDIANAPOLIS, IN 46268

Signing Officer

Name
Rob Derdiger
Title
President/CEO
Phone
3178761913
Signed
2025-04-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rob Derdiger
Formed
2023
Legal Domicile
In
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Blue & Co LLC
Address
12800 N MERIDIAN ST STE 400, CARMEL, IN 46032
Preparer
Angela N Crawford CPA
Phone
3178488920
Raw XML Appendix276 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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