COPMEA SERVICES TRUST

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1957

Legal Domicile

Principal Officer

KANIKA JONES

Phone

6022626857

Tax Period

2023-01-01 to 2023-12-31

COPMEA SERVICES TRUST, founded in 1957, is a small nonprofit that reported $483K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $590K exceeded revenue, resulting in a 22% operating deficit.

Mission

PROMOTE SOCIAL ACTIVITY FOR MUNICIPAL EMPLOYEES.

Program Service Accomplishments

Program 1

Expenses: $397,264

RECREATIONAL AND SOCIAL FUNCTIONS FOR THE BENEFIT OF MEMBERS AND THEIR FAMILIES. MEMBERSHIP IS OPEN TO THE CITY OF PHOENIX MUNICIPAL EMPLOYEES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $475,145

Investment Income $8,124

Other Revenue $0

TOTAL REVENUE $483,269

Expense Breakdown

Grants Paid $0

Salaries & Benefits $85,898

Fundraising Expenses $7,908

Program Expenses $397,264

Other Expenses $503,870

TOTAL EXPENSES $589,768

Year-over-Year Comparison

	2023	2022	Change
Revenue	$483,269	$425,325	+0.1%
Expenses	$589,768	$442,168	+0.3%
Net Income	$-106,499	$-16,843	+5.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
LINA CRUZ	President	Director	$0	$0	$0
CONNIE CORDOVA	Vice President	Director	$0	$0	$0
KANIKA JONES	Treasurer	Director	$0	$0	$0
DORA GARCIA	Secretary	Director	$0	$0	$0
ANAMARIE QUINTANILLA	Director	Director	$0	$0	$0
VIVIAN SOTELO	Director	Director	$0	$0	$0
JOHNNY MENDOZA	Director	Director	$0	$0	$0
RAY YOCOPIS	Director	Director	$0	$0	$0
OLGA SOTO	Director	Director	$0	$0	$0
LARRY FELIX	Parliamentarian	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$483,269	$589,768	$579,985	$-106,499
2022	$425,325	$442,168	$613,914	$-16,843
2021	$399,724	$350,169	$713,911	$49,555
2020	$274,480	$157,884	$614,400	$116,596
2019	$304,074	$228,142	$451,149	$75,932
2018	$208,794	$228,122	$338,153	$-19,328