Civic Intelligence

Cooper Fellowship Inc.

990PF • Fiscal year 2020 • EIN 95-3631782

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 21, 2021

PO Box 3129Santa Ana, CA 92703

(714) 554-1152

Siviq Scores

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

Liabilities / Assets

40th percentile

0.04x

Higher debt load relative to assets than 40% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.32x

Higher debt load relative to revenue than 61% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

17th percentile

-21%

Higher net margin than 17% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

25th percentile

-1.5%

Faster asset growth than 25% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

12th percentile

-42%

Faster revenue growth than 12% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Down

$11,928,874

Down $177,413 (-1.5%) from 2019

Net Assets

Down

$11,409,388

Down $336,788 (-2.9%) from 2019

Liabilities

Up

$519,486

Up $159,375 (+44%) from 2019

Revenue

Down

$1,611,944

Down $1,165,456 (-42%) from 2019

Expenses

Down

$1,957,121

Down $234,022 (-11%) from 2019

Net Income

Down

-$345,177

Down $931,434 (-159%) from 2019

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $8,493,198Liabilities 2010: $1,043,3982010Assets 2011: $8,180,133Liabilities 2011: $1,009,8682011Assets 2012: $8,462,122Liabilities 2012: $976,336Net Assets 2012: $7,485,7862012Assets 2013: $8,831,348Liabilities 2013: $940,8872013Assets 2014: $14,780,002Liabilities 2014: $548,2202014Assets 2015: $11,645,192Liabilities 2015: $467,0332015Assets 2016: $11,661,744Liabilities 2016: $379,981Net Assets 2016: $11,281,7632016Assets 2017: $11,981,827Liabilities 2017: $418,065Net Assets 2017: $11,563,7622017Assets 2019: $12,106,287Liabilities 2019: $360,111Net Assets 2019: $11,746,1762019Assets 2020: $11,928,874Liabilities 2020: $519,486Net Assets 2020: $11,409,3882020Assets 2021: $11,688,421Liabilities 2021: $356,681Net Assets 2021: $11,331,7402021Assets 2022: $10,954,178Liabilities 2022: $393,463Net Assets 2022: $10,560,7152022Assets 2023: $10,457,980Liabilities 2023: $414,467Net Assets 2023: $10,043,5132023Assets 2024: $10,872,119Liabilities 2024: $370,104Net Assets 2024: $10,502,0152024

Highlighted filing

2020

Assets$11,928,874
Liabilities$519,486
Net Assets$11,409,388

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $1,315,016Expenses 2010: $1,416,701Net Income 2010: -$101,6852010Revenue 2011: $1,190,398Expenses 2011: $1,469,933Net Income 2011: -$279,5352011Expenses 2012: $1,585,9112012Revenue 2013: $1,804,182Expenses 2013: $1,613,220Net Income 2013: $190,9622013Revenue 2014: $1,879,535Expenses 2014: $1,615,361Net Income 2014: $264,1742014Revenue 2015: $1,577,767Expenses 2015: $1,616,168Net Income 2015: -$38,4012015Revenue 2016: $1,866,325Expenses 2016: $1,798,053Net Income 2016: $68,2722016Revenue 2017: $2,000,426Expenses 2017: $1,749,125Net Income 2017: $251,3012017Revenue 2019: $2,777,400Expenses 2019: $2,191,143Net Income 2019: $586,2572019Revenue 2020: $1,611,944Expenses 2020: $1,957,121Net Income 2020: -$345,1772020Revenue 2021: $1,496,276Expenses 2021: $1,590,176Net Income 2021: -$93,9002021Revenue 2022: $702,596Expenses 2022: $1,515,417Net Income 2022: -$812,8212022Revenue 2023: $726,626Expenses 2023: $1,064,511Net Income 2023: -$337,8852023Revenue 2024: $1,471,020Expenses 2024: $1,033,903Net Income 2024: $437,1172024

Highlighted filing

2020

Revenue$1,611,944
Expenses$1,957,121
Net Income-$345,177
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 21, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAL LENGYEI-LEAHUChairman-$0--
SANDRA BRISBINSecretary/Treasurer-$0--
BRUCE ROBBINSMember-$0--
BRAD CASEYMember-$0--
JOHN D ALLENMember-$0--
Filing and Contact Details

Filer

Filer Name
Cooper Fellowship Inc
EIN
95-3631782
Phone
7145541152
Address
PO BOX 3129, SANTA ANA, CA 92703

Signing Officer

Name
Richard Bonner
Title
Officer
Phone
7145541152
Signed
2021-04-21

Preparer

Firm
Tran & Co Inc Apc
Address
18426 BROOKHURST ST STE 208, FOUNTAIN VALLEY, CA 92708
Preparer
Andrew H Tran
Phone
7145154162
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DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt210
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt220
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt230
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt240
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt250
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt260
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt270
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt280
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt290
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt300
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt310
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt320
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt330
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt340
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt350
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt360
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt370
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt380
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt390
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt400
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt410
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt420
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt430
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt440
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt450
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt042648
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt153628
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt273521
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt367925
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt463050
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt564039
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt664573
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt7130999
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt8175607
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt953555
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1045716
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1187742
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt121481491
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1321333
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1422188
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt15138240
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt16900
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt17613
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1814010
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt199342
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2051221
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2119095
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt22891353
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt232193
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt241883
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2511073
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt26898
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt271026
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt28190
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0401 N COOPER ST
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1405 N COOPER ST
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2409 N COOPER ST
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3417 N COOPER LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc45421 W 4TH ST BLDG
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5421 N COOPER ST
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6413 N COOPER ST
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7414 N COOPER ST
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc811353 TRASK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc911355 TRASK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10422 N COOPER ST
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc115422 5TH ST BLDG
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12410 N COOPER ST
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13721 N EUCLID ST
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc145422 W 4TH ST
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15CHEVROLET VAN
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1611301 TRASK #3
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17TRAILER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18BEDS AND DRESSERS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19FORD ASTRO VAN 1994
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20TRUCK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21BMW
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22AUTO
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23BUILDINGS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25REFRIGERATOR - PIRCH
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26PRINTER/COPIER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27ROOFING 721 EUCLID - ROYAL ROOFING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28401 N COOPER ST LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29405 N COOPER ST LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30409 N COOPER ST LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc315421 W 4TH ST BLDG LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32421 N COOPER ST LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33413 N COOPER ST LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34414 N COOPER ST LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3511353 TRASK LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3611355 TRASK LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc37422 N COOPER ST LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc385422 5TH ST BLDG LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc39410 N COOPER ST LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc40721 N EUCLID ST LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc415422 W 4TH ST LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4211301 TRASK #3 LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc43PRINTER/COPIER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc44ROOFING 11301 TRASK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc45LEASEHOLD IMPROVEMENT
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt05422220
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt05422220
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt023132
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1REALIZED GAINS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2UNREALIZED GAINS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3PROPERTY TAX
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0107
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt149256
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt2820355
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt33690
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/Desc0SOBER LIVING PROGRAM
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/Desc1TRASK RENT INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/Desc21446 SULLIVAN MORTGAGE
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/Desc3APARTMENTS
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/ExclusionAmt048300
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/ExclusionAmt19600
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/ExclusionAmt212900

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.9$0.37$10.5$1.47$1.03$0.44
2023Detailed filing. Detailed filing data is available for this year.$10.5$0.41$10.0$0.73$1.06$0.34
2022Detailed filing. Detailed filing data is available for this year.$11.0$0.39$10.6$0.70$1.52$0.81
2021Detailed filing. Detailed filing data is available for this year.$11.7$0.36$11.3$1.50$1.59$0.09
2020Detailed filing. Detailed filing data is available for this year.$11.9$0.52$11.4$1.61$1.96$0.35
2019Detailed filing. Detailed filing data is available for this year.$12.1$0.36$11.7$2.78$2.19$0.59
2017Detailed filing. Detailed filing data is available for this year.$12.0$0.42$11.6$2.00$1.75$0.25
2016Detailed filing. Detailed filing data is available for this year.$11.7$0.38$11.3$1.87$1.80$0.07
2015Summary only. Only limited summary data is available for this year.$11.6$0.47$1.58$1.62$0.04
2014Summary only. Only limited summary data is available for this year.$14.8$0.55$1.88$1.62$0.26
2013Summary only. Only limited summary data is available for this year.$8.83$0.94$1.80$1.61$0.19
2012Detailed filing. Detailed filing data is available for this year.$8.46$0.98$7.49$1.59
2011Summary only. Only limited summary data is available for this year.$8.18$1.01$1.19$1.47$0.28
2010Summary only. Only limited summary data is available for this year.$8.49$1.04$1.32$1.42$0.10