Civic Intelligence

Fr Joseph Klaus Charitable Assn

EIN 20-8092666 • 501(c)3 • Southern Shores, NC

Profile

To provide charitable support to a variety of community needs.

181 Happy Indian CTSouthern Shores, NC 27949

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2018

Net Margin

68th percentile

26%

Higher net margin than 68% of similar nonprofits.

NTEE T • <$500k nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE T • <$500k nonprofits • Source year 2018

Asset Growth

40th percentile

-6.3%

Faster asset growth than 40% of similar nonprofits.

NTEE T • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

66th percentile

27%

Faster revenue growth than 66% of similar nonprofits.

NTEE T • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$367,993

Down $24,542 (-6.3%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$367,993

Down $24,542 (-6.3%) from 2017

Operations
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Up

$16,624

Up $3,575 (+27%) from 2017

Expenses

Up

$12,320

Up $1,651 (+15%) from 2017

Net Income

Up

$4,304

Up $1,924 (+81%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2014: $358,699Liabilities 2014: $0Net Assets 2014: $358,6992014Assets 2015: $341,664Liabilities 2015: $02015Assets 2016: $358,458Liabilities 2016: $0Net Assets 2016: $358,4582016Assets 2017: $392,535Net Assets 2017: $392,5352017Assets 2018: $367,993Net Assets 2018: $367,9932018

Highlighted filing

2018

Assets$367,993
Liabilities-
Net Assets$367,993
Open 2018 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$0-$200K-$400KRevenue 2014: -$380,215Expenses 2014: $12,174Net Income 2014: -$392,3892014Revenue 2015: $11,120Expenses 2015: $16,832Net Income 2015: -$5,7122015Revenue 2016: -$24,098Expenses 2016: $9,232Net Income 2016: -$33,3302016Revenue 2017: $13,049Expenses 2017: $10,669Net Income 2017: $2,3802017Revenue 2018: $16,624Expenses 2018: $12,320Net Income 2018: $4,3042018

Highlighted filing

2018

Revenue$16,624
Expenses$12,320
Net Income$4,304
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$367,993
Liabilities
-
Net assets
$367,993
Revenue
$16,624
Expenses
$12,320
Net income
$4,304
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$3.68$3.68$0.17$0.12$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.93$3.93$0.13$0.11$0.02
2016Summary only. Only limited summary data is available for this year.$3.58$0.00$3.58$0.24$0.09$0.33
2015Summary only. Only limited summary data is available for this year.$3.42$0.00$0.11$0.17$0.06
2014Summary only. Only limited summary data is available for this year.$3.59$0.00$3.59$3.80$0.12$3.92
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 7, 2019
Return Version
2018v3.1
Gross Receipts
$22,499
Mission and Program Overview

Mission

To provide charitable support to a variety of community needs.

Program Services

DescriptionGrantsExpenses
TO SUPPORT COMMUNITY CHARITABLE EFFORTS BY AWARDING GRANTS TO PUBLIC CHARITIES.$5,573$5,573
TO SUPPORT INDIVIDUALS IN OUR COMMUNITY THROUGH SCHOLARSHIP AWARDS AND GRANTS TO NEEDY INDIVIDUALS AND FAMILIES.$2,000$2,000
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK LEONARDChairman Eme-$0--
DENNIS ZEGANVice-Chair-$0--
BRIAN KELLYDirector-$0--
BOYD TOLMANTreasurer-$0--
MICHAEL KOPNSKIDirector-$0--
NICHOLAS FACCIDirector-$0--
JENNIFFER ALBANESESecretary-$0--
DAVE PRENTICEChair-$0--
Filing and Contact Details

Filer

Filer Name
Fr Joseph Klaus Charitable Assn
EIN
20-8092666
Phone
2529376184
Address
181 HAPPY INDIAN CT, SOUTHERN SHORES, NC 27949

Signing Officer

Name
Boyd Tolman
Title
Treasurer
Phone
2529376184
Signed
2019-03-07
Discuss with paid preparer
Yes

Preparer

Firm
Hutchins Canning & Company Pa
Address
4720 N CROATAN HIGHWAY, KITTY HAWK, NC 27949
Preparer
Kurt D Canning
Phone
2522611040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office expense 121 insurance 651 total 772”

Form 990-ez, Part I, Line 20

“Unrealized investment loss -28,835 wash sale loss disallowed -12”

Raw XML Appendix168 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0BOYD TOLMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum02529376184
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0300 S WESLEYAN BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCKY MOUNT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027804
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0392536
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0367993
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05226
IRS990EZ/CostOrOtherBasisExpenseSaleAmt05875
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04304
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03975
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0392536
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0367993
IRS990EZ/GainOrLossFromSaleOfAssetsAmt01607
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07573
IRS990EZ/GrossReceiptsAmt022499
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt09791
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0392536
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0367993
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0392536
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0367993
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JACK LEONARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DENNIS ZEGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRIAN KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BOYD TOLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHAEL KOPNSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NICHOLAS FACCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JENNIFFER ALBANESE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DAVE PRENTICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN EME
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CHAIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-28847
IRS990EZ/OtherExpensesTotalAmt0772
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE CHARITABLE SUPPORT TO A VARIETY OF COMMUNITY NEEDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT COMMUNITY CHARITABLE EFFORTS BY AWARDING GRANTS TO PUBLIC CHARITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO SUPPORT INDIVIDUALS IN OUR COMMUNITY THROUGH SCHOLARSHIP AWARDS AND GRANTS TO NEEDY INDIVIDUALS AND FAMILIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05573
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05573
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt07482
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012320
IRS990EZ/TotalProgramServiceExpensesAmt07573
IRS990EZ/TotalRevenueAmt016624
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/FactsAndCircumstancesTestTxt0FR JOSEPH KLAUS CHARITABLE ASSOCIATION IS ORGANIZED AND OPERATED TO SUPPOORT COMMUNITY CHARITABLE EFFORTS AND INDIVIDUALS IN THE COMMUNITY. THE BOARD OF DIRECTORS SOLICIT FUNDS FROM THE GENERAL PUBLIC. THE ASSOCIATION PROVIDED 5,573 IN GRANTS TO VARIOUS PUBLIC CHARITIES AND 2,000 IN SCHOLARSHIP AWARDS AND GRANTS TO NEEDY INDIVIDUALS AND FAMILIES DURING 2018.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0UTILITY REFUND 183
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1FR JOSEPH KLAUS CHARITABLE ASSOCIATION IS ORGANIZED AND OPERATED TO SUPPOORT COMMUNITY CHARITABLE EFFORTS AND INDIVIDUALS IN THE COMMUNITY. THE BOARD OF DIRECTORS SOLICIT FUNDS FROM THE GENERAL PUBLIC. THE ASSOCIATION PROVIDED 5,573 IN GRANTS TO VARIOUS PUBLIC CHARITIES AND 2,000 IN SCHOLARSHIP AWARDS AND GRANTS TO NEEDY INDIVIDUALS AND FAMILIES DURING 2018.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART II, LINE 17A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05226
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04596
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01894
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07423
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01272
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt020411
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09791
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08222
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07591
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05854
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0385
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt031843
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0956
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0183
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0183
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.33300
IRS990ScheduleA/PublicSupportPY170Pct00.06840
IRS990ScheduleA/PublicSupportTotal170Amt017460
IRS990ScheduleA/SubstantialContributorsTotAmt02951
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05226
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04596
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01894
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt07423
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01272
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt020411
IRS990ScheduleA/TotalSupportAmt052437
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSE 121 INSURANCE 651 TOTAL 772
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED INVESTMENT LOSS -28,835 WASH SALE LOSS DISALLOWED -12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BOYD TOLMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02529376184
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FR JOSEPH KLAUS CHARITABLE ASSN
ReturnHeader/Filer/BusinessNameControlTxt0FRJO
ReturnHeader/Filer/EIN0208092666
ReturnHeader/Filer/PhoneNum02529376184
ReturnHeader/Filer/USAddress/AddressLine1Txt0181 HAPPY INDIAN CT
ReturnHeader/Filer/USAddress/CityNm0SOUTHERN SHORES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027949
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09EC4BF938DD565A9AA576D42C3067518AC813CA4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D5E97D933AA2718D18D4288065D271409167D5AA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.130.116.254
ReturnHeader/FilingSecurityInformation/IPDt02019-03-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm018:10:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561950944
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUTCHINS CANNING & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04720 N CROATAN HIGHWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KITTY HAWK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027949
ReturnHeader/PreparerPersonGrp/PhoneNum02522611040
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KURT D CANNING
ReturnHeader/ReturnTs02019-03-07T18:10:10-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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