COPPERFIELD PLACE POA

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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

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

Program Service Accomplishments

Program 1

Expenses: $132,184

TO PROMOTE THE COMMON AREAS OF THE COMMUNITY SUCH AS LANDSCAPING, IRRIGATION, UTILITIES AND SHARED EXPENSES WITH OTHER ASSOCIATIONS FOR THE COMMON GOOD OF THE COMMUNITY AT LARGE

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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 (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

Governance

Voting Members

Independent Members

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

Total Directors

Key Employees

Highest Compensated

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