Civic Intelligence

Fr Joseph Klaus Association to Benefit Koc Council 8759 Inc

990EZ • Fiscal year 2017 • EIN 20-8092666

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 24, 2018

Organization ProfileN/A
181 Happy Indian CTSouthern Shores, NC 27949

(252) 937-6184

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

66th percentile

18%

Higher net margin than 66% of similar nonprofits.

2017 filings • NTEE T • <$500k nonprofits • Source year 2017

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2017 filings • NTEE T • <$500k nonprofits • Source year 2017

Asset Growth

70th percentile

9.5%

Faster asset growth than 70% of similar nonprofits.

2017 filings • NTEE T • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$392,535

Up $34,077 (+9.5%) from 2016

Net Assets

Up

$392,535

Up $34,077 (+9.5%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin66th percentile

Revenue

Up

$13,049

Up $37,147 (+154%) from 2016

Expenses

Up

$10,669

Up $1,437 (+16%) from 2016

Net Income

Up

$2,380

Up $35,710 (+107%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$392,535
Liabilities-
Net Assets$392,535
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$13,049
Expenses$10,669
Net Income$2,380
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 24, 2018
Return Version
2017v2.2
Gross Receipts
$14,043
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.$4,279$4,279
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 Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK LEONARDChairman-$0--
DENNIS ZEGANDirector-$0--
BRIAN KELLYDirector-$0--
BOYD TOLMANTreasurer-$0--
BERNARD J MCAVOYDirector-$0--
MICHAEL KOPNSKIDirector-$0--
NICHOLAS FACCIDirector-$0--
JENNIFFER ALBANESESecretary-$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
2018-02-24
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 41 bank fee refund -36 insurance 792 total 797”

Form 990-ez, Part I, Line 20

“Unrealized investment gain 31,697”

Raw XML Appendix165 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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum02529376184
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0300 S WESLEYAN BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCKY MOUNT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027804
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt06279
IRS990EZ/GrossReceiptsAmt014043
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JACK LEONARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DENNIS ZEGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRIAN KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BOYD TOLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BERNARD J MCAVOY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHAEL KOPNSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NICHOLAS FACCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JENNIFFER ALBANESE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt031697
IRS990EZ/OtherExpensesTotalAmt0797
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/GrantsAndAllocationsAmt04279
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04279
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt0269
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0994
IRS990EZ/SpecialEventsNetIncomeLossAmt04558
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010669
IRS990EZ/TotalProgramServiceExpensesAmt06279
IRS990EZ/TotalRevenueAmt013049
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0UTILITY REFUND 183
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE FR. JOSEPH KLAUS CHARITABLE ASSOCIATION (THE "ASSOCIATION") HAS BEEN IN OPERATION CONTINUOUSLY SINCE INCEPTION IN 2006. DURING THAT PERIOD, THE ASSOCIATION HAS TRADITIONALLY SOLICITED BOTH MEMBERSHIP DUES AS WELL AS DONATIONS FROM THE GENERAL PUBLIC. DUE TO AN INITIAL CONTRIBUTION OF REAL ESTATE, WHICH WAS SOLD AND REINVESTED IN 2014, THE ASSOCIATION HAS ALSO HAD SIGNIFICANT INVESTMENT INCOME. EVEN SO, THE ASSOCIATION HAS NEVER BEFORE FAILED TO QUALIFY UNDER THE 33 1/3% SUPPORT TEST. AFTER SIGNIFICANT TURNOVER ON THE ASSOCIATION'S BOARD OF DIRECTORS, THE ASSOCIATION'S FORMER SOLICITATION OF PUBLIC SUPPORT TEMPORARILY LAPSED AS THE ASSOCIATION FOCUSED ON GOVERNANCE AND INVESTMENT POLICY. THE CURRENT BOARD OF DIRECTORS, ALL OF WHOM SERVE WITHOUT COMPENSATION, IS COMMITTED TO EXPANDING PUBLIC SUPPORT AND IS CONFIDENT THAT THE ASSOCIATION WILL QUALIFY UNDER THE 33 1/3% SUPPORT TEST IN FUTURE TAX PERIODS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART II, LINE 17B
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04190
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01272
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0823
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06285
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08222
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07591
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05854
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0385
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013125
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.06840
IRS990ScheduleA/PublicSupportPY170Pct00.21840
IRS990ScheduleA/PublicSupportTotal170Amt03229
IRS990ScheduleA/SubstantialContributorsTotAmt03056
IRS990ScheduleA/TenPctFactsCrcmstncsTestPYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04190
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01272
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0823
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06285
IRS990ScheduleA/TotalSupportAmt047197
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSE 41 BANK FEE REFUND -36 INSURANCE 792 TOTAL 797
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED INVESTMENT GAIN 31,697
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BOYD TOLMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02529376184
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-24
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
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ReturnHeader/Filer/USAddress/ZIPCd027949
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.130.116.254
ReturnHeader/FilingSecurityInformation/IPDt02018-02-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:43:53
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/PreparationDt02018-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KURT D CANNING
ReturnHeader/ReturnTs02018-02-24T11:43:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$392,535
Liabilities
-
Net assets
$392,535
Revenue
$13,049
Expenses
$10,669
Net income
$2,380
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