Copeland Family Foundation Inc

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Copeland Family Foundation Inc Form 990, Revenue, CEO Pay, and IRS Filing Signals

Copeland Family Foundation Inc is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Copeland Family Foundation Inc in one place.

Is Copeland Family Foundation Inc Legit?

Some Concerns

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

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Across stored filings, Copeland Family Foundation Inc shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.

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Request a concise report for Copeland Family Foundation Inc with revenue, expenses, executive compensation, red flags, peer context, and IRS source links. You can also request CSV exports or watchlist updates for future filings.

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Copeland Family Foundation Inc directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Copeland Family Foundation Inc

Copeland Family Foundation Inc (EIN: 222474056) is a nonprofit organization based in Milton, MA. The organization reported total revenue of $11.4M and total assets of $43.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Copeland Family Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

Copeland Family Foundation Inc is a large nonprofit that has been operating for 43 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -7.2%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Financial Health Grade: B

In 2023, Copeland Family Foundation Inc reported a deficit of $1.8M with expenses exceeding revenue, holds 199.6 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Copeland Family Foundation Inc's revenue has declined at a compound annual growth rate (CAGR) of -7.2%.

IRS Tax-Exempt Classification

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Copeland Family Foundation Inc with a Mission Score of 75 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

• admin: 10%
• programs: 80%
• fundraising: 10%

According to IRS 990 filings, Copeland Family Foundation Inc allocates its expenses as follows: admin: 10%, programs: 80%, fundraising: 10%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

• The organization reported a deficit of $1.8M, with expenses exceeding revenue.
• Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is consistently reported as $0 across all available filings, suggesting either volunteer leadership or that compensation is handled through a related entity not detailed in these specific filings.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Copeland Family Foundation Inc's IRS 990 filings:

• Significant fluctuations in revenue, including a negative revenue of -$340,410 in 2022, warrant further investigation into the source and stability of funding.
• The consistent reporting of $0 for executive compensation may obscure the true cost of leadership or indicate a reliance on external, undisclosed support for key personnel.

Strengths

The following positive indicators were identified for Copeland Family Foundation Inc:

• Maintains a substantial asset base, with assets consistently above $40 million, indicating financial stability and capacity for grantmaking.
• Low administrative and fundraising expenses, suggesting efficient operations and a focus on program delivery.
• Consistent reporting of financial data through publicly available filings.

Frequently Asked Questions about Copeland Family Foundation Inc

Filing History

IRS 990 filing history for Copeland Family Foundation Inc showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Copeland Family Foundation Inc's revenue has declined by 59.4%, moving from $1.9M to $764K. Total assets increased by 20.5% over the same period, from $35.4M to $42.7M. Total functional expenses rose by 35.7%, from $1.9M to $2.6M. In its most recent filing year (2023), Copeland Family Foundation Inc reported a deficit of $1.8M, with expenses exceeding revenue. The organization holds $20K in liabilities against $42.7M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $42.7M.

Year-by-Year Financial Summary

• 2023: Revenue of $764K, expenses of $2.6M, and assets of $42.7M.
• 2022: Revenue of $-340,410, expenses of $1.9M, and assets of $40.3M (revenue -112.6% year-over-year).
• 2021: Revenue of $2.7M, expenses of $2.0M, and assets of $47.5M (revenue +41.3% year-over-year).
• 2020: Revenue of $1.9M, expenses of $2.0M, and assets of $45.3M (revenue +40.8% year-over-year).
• 2019: Revenue of $1.4M, expenses of $1.9M, and assets of $41.8M (revenue -55.1% year-over-year).
• 2015: Revenue of $3.0M, expenses of $2.6M, and assets of $37.6M (revenue +9.8% year-over-year).
• 2014: Revenue of $2.8M, expenses of $1.9M, and assets of $40.5M (revenue -12.2% year-over-year).
• 2013: Revenue of $3.1M, expenses of $2.2M, and assets of $40.2M (revenue +84.8% year-over-year).
• 2012: Revenue of $1.7M, expenses of $2.0M, and assets of $37.0M (revenue -9.8% year-over-year).
• 2011: Revenue of $1.9M, expenses of $1.9M, and assets of $35.4M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Copeland Family Foundation Inc:

Data Sources and Methodology

This transparency report for Copeland Family Foundation Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.