Civic Intelligence

Cooper Ornithological Society Co Jones Simkins LLC

990 • Fiscal year 2017 • EIN 95-6091800

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 08, 2017

1400 S Lake Shore DrChicago, IL 60605

(312) 665-7936

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

3rd percentile

-177%

Higher net margin than 3% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

80th percentile

$11,250

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 20.3% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-82%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$0

Down $1,806,606 (-100%) from 2016

Net Assets

Down

$0

Down $1,727,166 (-100%) from 2016

Liabilities

Down

$0

Down $79,440 (-100%) from 2016

Revenue

Down

$55,436

Down $249,538 (-82%) from 2016

Expenses

Down

$153,294

Down $169,149 (-52%) from 2016

Net Income

Down

-$97,858

Down $80,389 (-460%) from 2016

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,683,597Liabilities 2011: $22,419Net Assets 2011: $1,661,1782011Assets 2012: $1,638,204Liabilities 2012: $13,616Net Assets 2012: $1,624,5882012Assets 2013: $1,743,108Liabilities 2013: $14,148Net Assets 2013: $1,728,9602013Assets 2014: $1,922,713Liabilities 2014: $94,130Net Assets 2014: $1,828,5832014Assets 2015: $1,852,070Liabilities 2015: $52,088Net Assets 2015: $1,799,9822015Assets 2016: $1,806,606Liabilities 2016: $79,440Net Assets 2016: $1,727,1662016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2017

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $303,8642011Expenses 2012: $296,8602012Expenses 2013: $333,4542013Revenue 2014: $432,779Expenses 2014: $379,946Net Income 2014: $52,8332014Revenue 2015: $488,739Expenses 2015: $374,025Net Income 2015: $114,7142015Revenue 2016: $304,974Expenses 2016: $322,443Net Income 2016: -$17,4692016Revenue 2017: $55,436Expenses 2017: $153,294Net Income 2017: -$97,8582017

Highlighted filing

2017

Revenue$55,436
Expenses$153,294
Net Income-$97,858
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 8, 2017
Return Version
2016v3.0
Gross Receipts
$107,689
Mission and Program Overview

Mission

Promotion of the science of ornithology through programs for educators and other interested parties.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,283,412$0▼ $1,283,412
Savings and Temporary Cash Investments$470,569$0▼ $470,569
Prepaid Expenses and Deferred Charges$38,465$0▼ $38,465
Accounts Receivable$8,697$0▼ $8,697
Land, Buildings, and Equipment, Net$5,463$0▼ $5,463
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,806,606$0▼ $1,806,606
Other Assets Total-$0-
Liabilities
Deferred Revenue$47,470--
Accounts Payable and Accrued Expenses$31,970--
Total Liabilities$79,440$0▼ $79,440
Net Assets / Fund Balance
Unrestricted Net Assets$1,635,876--
Temporarily Rstr Net Assets$91,290--
Total Net Assets Fund Balance$1,727,166$0▼ $1,727,166
Total Liabilities and Net Assets / Fund Balance$1,806,606$0▼ $1,806,606
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Phil StoufferEditor, CondorPT$11,250$11,250

Board Members and Trustees

NameTitle
Frank MoorePast President
Martin RaphealPresident
Anna ChalfounPresident Elect
Alice BoyleDirector
Blair WolfDirector
Carla CiceroDirector
Jen OwenDirector
Jill DeppeDirector
John RotenberryDirector
Kevin McgrawDirector
Matthew JohnsonDirector
Morgan TingleyDirector
Renee DuckworthDirector
Tom MartinDirector
Joseph FontaineAsst Secretary
Abby PowellSecretary
Kate HuyvaertSeries Editor
Barbara KusTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Allen Press IncPublishing/Printing810 East 10th Street, Lawrence, KS 66044$123,558
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$42,825
Investment Income
$12,611
Other Revenue
$0
Change in Net Assets
$-97,858
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$144,066
Grants and Similar Amounts Paid$5,478
Salaries, Compensation, and Employee Benefits$3,750
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$30,722--$30,722
Conferences and Meetings$18,084--$18,084
Fees for Services Accounting-$17,035-$17,035
Travel$16,671--$16,671
Payments to Affiliates-$10,000-$10,000
Fees for Services Management-$7,763-$7,763
Grants to Domestic Individuals$5,478--$5,478
Office Expenses$2,635$1,757-$4,392
Current Officers, Directors, Trustees, and Key Employees$3,750--$3,750
Fees for Service Investment Mgmnt Fees-$3,271-$3,271
Information Technology-$2,817-$2,817
Depreciation Depletion-$567-$567
Other Expenses$40--$40
Total Functional Expenses$110,084$43,210$0$153,294
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

Any person may become a member of the Society upon payment of dues. Classes of membership are determined by the Board of Directors. Each member is entitled to one vote in elections or other matters brought before the membership. Membership classes currently consist of: regular members, honorary members, life members, student members, and emeritus members.

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

The Board of Directors is elected by the Society membership and consists of nine voting members. Non-voting, ex officer members include all incumbent officers of the Society who are not elected Directors, the Chief Editors, the most recent Past-President of the Board, and all chairpersons of standing committees. The board has power and authority under direction of the membership to: levy and collect assessments upon all of the Society members; call meetings when deemed necessary; adopt, by resolution, rules and regulations consistent with the State of California or with the Bylaws of the Society; conduct, manage and control the affairs of the Society; contract for, incur, or create indebtedness in any lawful manner for the purpose of the Society; keep accurate records of all meetings and acts of the Society; supervise all acts of the officers; invest surplus funds or funds of the Society in stocks and other securities; choose editors for publications of the Society; review editorial policy, and approve the financing and issuing of publications; determine scientific and educational policies of the Society; and act on matters concerning conservation, with or without resolution by the Society membership.

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

See Part VI, Section A, Line 7a description.

Form 990, Part VI, Line 9: Officer, Director, Trustee, Key Employee Mailing Address

See Schedule O for list of board members and directors

Form 990, Part VI, Line 11B: Form 990 Review Process

The audit committee reviews and approves the 990 prior to submission. The 990 is distributed to the council and is also made available upon request.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The bylaws of the society are posted on the society's website. Financial statements are available upon request.

Part VI, Section A, Question 9

PresidentMartin RaphealForestry Sciences Laboratory3625 93rd Ave. SWOlympia, WA 98512President-electAnna ChalfounDepartment of Zoology & Physiology,USGS WY Cooperative Fish & Wildlife Research UnitDepartment 3166; 1000 East University AvenueUniversity of WyomingLaramie, WY 82071SecretaryAbby PowellInstitute of Arctic BiologyDepartment of Biology and WildlifeUniversity of Alaska Fairbanks, AK 99775-7020Assistant Secretary Joseph J. FontaineUniversity of Nebraska-Lincoln422 Hardin HallLincoln, Nebraska 68583-0984TreasurerBarbara KusUSGS Western Ecological Research Center4165 Spruance Road, STE 200San Diego, CA 92101Editor, The CondorPhil StoufferSchool of Renewable Natural ResourcesLouisiana State UniversityBaton Rouge, LA [email protected] Editor, Studies in Avian Biology Kate Huyvaert1474 Campus DeliveryDept. of Fish, Wildlife, and Conservation BiologyColorado State UniversityFort Collins, CO, USA 80523Carla CiceroMuseum of Vertebrate Zoology3101 Valley Life Sciences Bldg.University of CaliforniaBerkeley, CA 94720-3160Renee Duckworth Department of Ecology & Evolutionary BiologyUniversity of ArizonaP.O. Box 210088Tucson, AZ 85721John RotenberryCollege of Biological Sciences1445 Gortner Ave.University of MinnesotaSaint Paul, MN 55108Alice Boyle Division of Biology 116 Ackert HallKansas State UniversityManhattan, KS 66506Kevin McGrawSchool of Life Sciences Arizona State UniversityTempe, AZ 85287-4501Tom Martin USGS Montana Cooperative Wildlife Research UnitMontana Cooperative Fishery Research UnitMontana State UniversityPO Box 173460Matthew JohnsonDepartment of WildlifeHumboldt State UniversityArcata, CA 95521Jill DeppeDepartment of Biological SciencesEastern Illinois University600 LIncoln AvenueCharleston, IL 61920Past PresidentFrank MooreDepartment of Biological SciencesUniversity of Southern MississippiHattiesburg, MS 39406 USAJen OwenDepartment of Fisheries and Wildlife13 Natural Resources Building480 Wilson RoadMichigan State UniversityEast Lansing, MI 48824Morgan TingleyDepartment of Ecology and Evolutionary BiologyUniversity of ConnecticutStorrs, CT 06269Blair WolfDepartment of BiologyThe University of New MexicoAlbuquerque, New Mexico 87131

Filing and Contact Details

Filer

Filer Name
Cooper Ornithological Society
EIN
95-6091800
Phone
3126657936
Address
1400 S LAKE SHORE DR, CHICAGO, IL 60605

Signing Officer

Name
Melinda Pruett-jones
Title
Executive Director
Signed
2017-03-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Kus
Formed
1934
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
40

Preparer

Firm
Jones Simkins LLC
Address
1011 West 400 North Suite 100, Logan, UT 84321
Preparer
Robert D Thomas CPA
Phone
4357521510
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

Net assets merged to aos = -$1670680

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IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15ASST SECRETARY
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