COPPERFIELD PLACE POA

EIN: 742128820

San Antonio, TX

Total Revenue
$195,546
Total Expenses
$178,014
Total Assets
$227,122
Net Assets
$114,226
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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
1980
Legal Domicile
TX
Principal Officer
TERRY WARD
Tax Period
2020-01-01 to 2020-12-31

COPPERFIELD PLACE POA, founded in 1980, is a small nonprofit that reported $196K in total revenue in fiscal year 2020. Expenses of $178K left a modest 9% surplus.

Mission

TO MAINTAIN THE COMMON AREAS OF THE COMMUNITY AND PROMOTING THE SOCIAL WELFARE AND COMMON GOOD FOR THE COMMUNITY AS A WHOLE

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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%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $192,640
Program Service Revenue $0
Investment Income $521
Other Revenue $2,385
TOTAL REVENUE $195,546

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $132,184
Other Expenses $178,014
TOTAL EXPENSES $178,014

Year-over-Year Comparison

2020 2019 Change
Revenue $195,546 $198,976 0.0%
Expenses $178,014 $192,722 -0.1%
Net Income $17,532 $6,254 +1.8%
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

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Governance

Voting Members
5
Independent Members
5
Employees
N/A
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
1
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TERRY WARD DIRECTOR 0.00
Officer
$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
2020 $195,546 $178,014 $227,122 $17,532
2019 $198,976 $192,722 $221,729 $6,254
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