Civic Intelligence

Capcommunity Foundation Inc

990 • Fiscal year 2015 • EIN 20-8715100

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 13, 2016

4208 Six Forks Road No 1700Raleigh, NC 27609

(919) 870-6822

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • NTEE L • <$500k nonprofits • Source year 2015

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • NTEE L • <$500k nonprofits • Source year 2015

Net Margin

17th percentile

-34%

Higher net margin than 17% of similar nonprofits.

2015 filings • NTEE L • <$500k nonprofits • Source year 2015

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2015 filings • NTEE L • <$500k nonprofits • Source year 2015

Asset Growth

4th percentile

-95%

Faster asset growth than 4% of similar nonprofits.

2015 filings • NTEE L • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

86th percentile

40%

Faster revenue growth than 86% of similar nonprofits.

2015 filings • NTEE L • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$3,787

Down $67,183 (-95%) from 2014

Net Assets

$3,787

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$199,836

Up $56,729 (+40%) from 2014

Expenses

Up

$267,019

Up $181,009 (+210%) from 2014

Net Income

Down

-$67,183

Down $124,280 (-218%) from 2014

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2012: $20,333Liabilities 2012: $02012Assets 2013: $13,873Liabilities 2013: $02013Assets 2014: $70,970Liabilities 2014: $02014Assets 2015: $3,787Liabilities 2015: $0Net Assets 2015: $3,7872015Assets 2016: $5,885Liabilities 2016: $0Net Assets 2016: $5,8852016Assets 2017: $71,413Liabilities 2017: $0Net Assets 2017: $71,4132017Assets 2018: $64,573Liabilities 2018: $0Net Assets 2018: $64,5732018Assets 2019: $126,177Liabilities 2019: $0Net Assets 2019: $126,1772019Assets 2020: $4,129,917Liabilities 2020: $0Net Assets 2020: $4,129,9172020Assets 2021: $4,464,164Liabilities 2021: $0Net Assets 2021: $4,464,1642021Assets 2022: $3,315,934Liabilities 2022: $0Net Assets 2022: $3,315,9342022Assets 2023: $3,171,713Liabilities 2023: $0Net Assets 2023: $3,171,7132023Assets 2024: $2,846,312Liabilities 2024: $0Net Assets 2024: $2,846,3122024

Highlighted filing

2015

Assets$3,787
Liabilities$0
Net Assets$3,787

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $140,570Expenses 2012: $149,039Net Income 2012: -$8,4692012Revenue 2013: $134,268Expenses 2013: $140,728Net Income 2013: -$6,4602013Revenue 2014: $143,107Expenses 2014: $86,010Net Income 2014: $57,0972014Revenue 2015: $199,836Expenses 2015: $267,019Net Income 2015: -$67,1832015Revenue 2016: $239,081Expenses 2016: $236,983Net Income 2016: $2,0982016Revenue 2017: $296,399Expenses 2017: $230,871Net Income 2017: $65,5282017Revenue 2018: $347,635Expenses 2018: $354,475Net Income 2018: -$6,8402018Revenue 2019: $376,264Expenses 2019: $314,660Net Income 2019: $61,6042019Revenue 2020: $4,800,894Expenses 2020: $965,649Net Income 2020: $3,835,2452020Revenue 2021: $1,082,695Expenses 2021: $1,187,664Net Income 2021: -$104,9692021Revenue 2022: $628,169Expenses 2022: $1,255,213Net Income 2022: -$627,0442022Revenue 2023: $755,254Expenses 2023: $1,234,888Net Income 2023: -$479,6342023Revenue 2024: $1,256,774Expenses 2024: $1,641,034Net Income 2024: -$384,2602024

Highlighted filing

2015

Revenue$199,836
Expenses$267,019
Net Income-$67,183
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 13, 2016
Return Version
2015v2.1
Gross Receipts
$242,993
Mission and Program Overview

Mission

Captrust community foundation, inc. Supports local and national charities, particularly those that focus on enriching the lives of children in the communities we serve.

Capcommunity foundation supports local and national charities, particularly those that focus on enriching the lives of children in the communities we serve.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$70,970$3,787▼ $67,183
Rtn Earn Endowment Incm Other Fnds$70,970$3,787▼ $67,183
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$70,970$3,787▼ $67,183
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$70,970$3,787▼ $67,183
Total Liabilities and Net Assets / Fund Balance$70,970$3,787▼ $67,183
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brent HartmanPresident
Becky MadoreBoard Member
Bruce GrahamBoard Member
Chad DayBoard Member
Ellen ShaerBoard Member
Jennifer PerkinsBoard Member
Jessica RoseBoard Member
Joe DillonBoard Member
Ken CarterBoard Member
Kevin MonroeBoard Member
Mike PraticoBoard Member
Monica HoltgreweBoard Member
Wendy WilliamsonBoard Member
Lauren PalsgroveSecretary
Cindy LodorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$131,751
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$68,085
All Other Contributions
$131,751
Change in Net Assets
$-67,183
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$258,519
Other Expenses$8,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$258,519--$258,519
Fees for Services Accounting-$2,725-$2,725
Conferences and Meetings$2,342--$2,342
Insurance-$1,437-$1,437
Office Expenses-$529-$529
Other Expenses-$350-$350
Information Technology-$128-$128
Total Functional Expenses$260,861$6,158$0$267,019
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CHILDREN'S FLIGHT OF HOPEMorrisville, NC501c(3)To Provide Free Air Transportation to and From Medical Facilities for Children Who Are Not Able to Travel to Treatment Any Other Way.$142,875
Ronald Mcdonald House Charities of Southeast Michigan IncDetroit, MI501c(3)TO PROVIDE A HOME AWAY FROM HOME AND SUPPORT SERVICES TO FAMILIES WITH CHILDREN HOSPITALIZED AT THE CHILDREN'S HOSPITAL OF MICHIGAN.$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$111,242
Fundraising Direct Expenses$43,157
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$33,000$33,000$3,285$29,715
Music Festival$19,043$19,043$9,070$9,973
Total Events$68,399$68,399$38,768$29,631
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The form 990 was presented to all board members and approved prior to filing for the current tax year.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy is contained in article xi of the organization's bylaws. The bylaws are distributed annually and every board member is expected to read and familiarize themselves with the policy and is required to abstain from casting a vote where a conflict or potential conflict is present.

Form 990, Part VI, Section C, Line 19

Our records are available to anyone who requests to see them.

Filing and Contact Details

Filer

Filer Name
Capcommunity Foundation Inc
EIN
20-8715100
Phone
9198706822
Address
4208 SIX FORKS ROAD NO 1700, RALEIGH, NC 27609

Signing Officer

Name
Margaret Jarocki
Title
Treasurer
Phone
9198706822
Signed
2016-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margaret Jarocki
Formed
2007
Legal Domicile
Nc
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
86

Preparer

Firm
Thomas Judy & Tucker P a
Address
4700 FALLS OF NEUSE ROAD SUITE 400, RALEIGH, NC 27609
Preparer
James K Tiller CPA
Phone
9195717055
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0163190
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt059544
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0796555
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.64800
IRS990ScheduleA/PublicSupportPY170Pct00.61300
IRS990ScheduleA/PublicSupportTotal170Amt0516130
IRS990ScheduleA/SubstantialContributorsTotAmt0280425
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0242993
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0170073
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0160755
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0163190
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt059544
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0796555
IRS990ScheduleA/TotalSupportAmt0796555
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt038768
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt013134
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt07309
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt020443
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MUSIC FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01579
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01116
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt0520
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03215
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt019043
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt016356
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt068399
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt019043
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt016356
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt068399
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029631
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt098
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt098
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01916
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014271
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03285
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09070
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt0741
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0741
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0142875
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE FREE AIR TRANSPORTATION TO AND FROM MEDICAL FACILITIES FOR CHILDREN WHO ARE NOT ABLE TO TRAVEL TO TREATMENT ANY OTHER WAY.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO PROVIDE A HOME AWAY FROM HOME AND SUPPORT SERVICES TO FAMILIES WITH CHILDREN HOSPITALIZED AT THE CHILDREN'S HOSPITAL OF MICHIGAN.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHILDREN'S FLIGHT OF HOPE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1RONALD MCDONALD HOUSE CHARITIES OF SOUTHEAST MICHIGAN INC
IRS990ScheduleI/RecipientTable/RecipientEIN0561762824
IRS990ScheduleI/RecipientTable/RecipientEIN1382182406
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01101 AVIATION PARKWAY SUITE D
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14707 ST ANTOINE SUITE 200
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MORRISVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1DETROIT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd027560
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd148201
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS A SCREENING PROCESS TO HELP ENSURE THAT THE MONIES WILL GO TO CHARITIES THAT DO WORK THAT IS IN LINE WITH OUR MISSION STATEMENT. IF AN ORGANIZATION IS APPROVED, THE CORRESPONDENCE THAT GOES ALONG WITH THE CHECK INDICATES HOW WE WOULD PREFER THE MONEY TO BE SPENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS PRESENTED TO ALL BOARD MEMBERS AND APPROVED PRIOR TO FILING FOR THE CURRENT TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS CONTAINED IN ARTICLE XI OF THE ORGANIZATION'S BYLAWS. THE BYLAWS ARE DISTRIBUTED ANNUALLY AND EVERY BOARD MEMBER IS EXPECTED TO READ AND FAMILIARIZE THEMSELVES WITH THE POLICY AND IS REQUIRED TO ABSTAIN FROM CASTING A VOTE WHERE A CONFLICT OR POTENTIAL CONFLICT IS PRESENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OUR RECORDS ARE AVAILABLE TO ANYONE WHO REQUESTS TO SEE THEM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt070970
IRS990/TotalAssetsEOYAmt03787
IRS990/TotalAssetsGrp/BOYAmt070970
IRS990/TotalAssetsGrp/EOYAmt03787
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0131751
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06158
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0260861
IRS990/TotalFunctionalExpensesGrp/TotalAmt0267019
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt070970
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03787
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0260861
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt068085
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0199836
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt086
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt070970
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03787
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04208 SIX FORKS RD 1700
IRS990/USAddress/CityNm0RALEIGH
IRS990/USAddress/StateAbbreviationCd0NC

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.85$0.00$2.85$1.26$1.64$0.38
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.00$3.17$0.76$1.23$0.48
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.32$0.00$3.32$0.63$1.26$0.63
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.46$0.00$4.46$1.08$1.19$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.13$0.00$4.13$4.80$0.97$3.84
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.00$0.13$0.38$0.31$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.00$0.06$0.35$0.35$0.01
2017Summary only. Only limited summary data is available for this year.$0.07$0.00$0.07$0.30$0.23$0.07
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.00$0.01$0.24$0.24$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.20$0.27$0.07
2014Summary only. Only limited summary data is available for this year.$0.07$0.00$0.14$0.09$0.06
2013Summary only. Only limited summary data is available for this year.$0.01$0.00$0.13$0.14$0.01
2012Summary only. Only limited summary data is available for this year.$0.02$0.00$0.14$0.15$0.01