Civic Intelligence

Trenton Kappa Foundation Inc

990 • Fiscal year 2014 • EIN 22-3819005

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 24, 2016

849 West State StreetTrenton, NJ 08618

(609) 815-1681

Siviq Scores

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

Liabilities / Assets

66th percentile

0.00x

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

2014 filings • NTEE B • <$500k nonprofits • Source year 2014

Liabilities / Revenue

66th percentile

0.00x

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

2014 filings • NTEE B • <$500k nonprofits • Source year 2014

Net Margin

71st percentile

19%

Higher net margin than 71% of similar nonprofits.

2014 filings • NTEE B • <$500k nonprofits • Source year 2014

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2014 filings • NTEE B • <$500k nonprofits • Source year 2014

Asset Growth

27th percentile

-8.5%

Faster asset growth than 27% of similar nonprofits.

2014 filings • NTEE B • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

14th percentile

-33%

Faster revenue growth than 14% of similar nonprofits.

2014 filings • NTEE B • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$65,681

Down $6,110 (-8.5%) from 2013

Net Assets

Up

$65,681

Up $5,049 (+8.3%) from 2013

Liabilities

Down

$0

Down $11,159 (-100%) from 2013

Revenue

Down

$17,370

Down $8,685 (-33%) from 2013

Expenses

Down

$14,072

Down $3,892 (-22%) from 2013

Net Income

Down

$3,298

Down $4,793 (-59%) from 2013

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $52,122Liabilities 2010: $1,000Net Assets 2010: $51,1222010Assets 2011: $55,627Liabilities 2011: $0Net Assets 2011: $55,6272011Assets 2012: $51,358Liabilities 2012: $0Net Assets 2012: $51,3582012Assets 2013: $71,791Liabilities 2013: $11,159Net Assets 2013: $60,6322013Assets 2014: $65,681Liabilities 2014: $0Net Assets 2014: $65,6812014Assets 2015: $79,735Liabilities 2015: $0Net Assets 2015: $79,7352015Assets 2016: $75,702Liabilities 2016: $0Net Assets 2016: $75,7022016Assets 2017: $66,877Liabilities 2017: $0Net Assets 2017: $66,8772017Assets 2018: $1Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $128,981Liabilities 2019: $0Net Assets 2019: $128,9812019Assets 2020: $78,817Liabilities 2020: $0Net Assets 2020: $78,8172020Assets 2021: $89,489Liabilities 2021: $0Net Assets 2021: $89,4892021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2014

Assets$65,681
Liabilities$0
Net Assets$65,681

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $18,0922010Expenses 2011: $8,5852011Expenses 2012: $17,2252012Revenue 2013: $26,055Expenses 2013: $17,964Net Income 2013: $8,0912013Revenue 2014: $17,370Expenses 2014: $14,072Net Income 2014: $3,2982014Revenue 2015: $29,233Expenses 2015: $12,564Net Income 2015: $16,6692015Revenue 2016: $29,010Expenses 2016: $33,043Net Income 2016: -$4,0332016Revenue 2017: $9,679Expenses 2017: $18,503Net Income 2017: -$8,8242017Revenue 2018: $75,425Expenses 2018: $66,396Net Income 2018: $9,0292018Revenue 2019: $127,259Expenses 2019: $106,152Net Income 2019: $21,1072019Revenue 2020: $37,706Expenses 2020: $37,431Net Income 2020: $2752020Revenue 2021: $65,282Expenses 2021: $54,610Net Income 2021: $10,6722021Revenue 2022: $107,504Expenses 2022: $80,823Net Income 2022: $26,6812022Revenue 2023: $80,249Expenses 2023: $88,038Net Income 2023: -$7,7892023Revenue 2024: $205,124Expenses 2024: $209,453Net Income 2024: -$4,3292024

Highlighted filing

2014

Revenue$17,370
Expenses$14,072
Net Income$3,298
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 24, 2016
Return Version
2014v6.0
Gross Receipts
$37,044
Mission and Program Overview

Mission

The foundation strives to provide educational opportunities to youth in need within but not limited to mercer county. The foundation works to provide computers, seminars, workshops, educational grants and sponsorship of academic travel.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$44,098$46,236▲ $2,138
Cash and Non-Interest-Bearing Accounts$21,359$19,445▼ $1,914
Other Notes and Loans Receivable, Net$4,000--
Prepaid Expenses and Deferred Charges$2,334--
Total Assets$71,791$65,681▼ $6,110
Liabilities
Deferred Revenue$11,159--
Total Liabilities$11,159$0▼ $11,159
Net Assets / Fund Balance
Temporarily Rstr Net Assets$26,194$35,146▲ $8,952
Unrestricted Net Assets$34,438$30,535▼ $3,903
Total Net Assets Fund Balance$60,632$65,681▲ $5,049
Total Liabilities and Net Assets / Fund Balance$71,791$65,681▼ $6,110
Compensation and Service Providers

Board Members and Trustees

NameTitle
Andre BlountPresident
Cecil BooneDirector
Floyd K MorrisDirector
Harold W GeorgeDirector
Walter Drew SmithDirector
Reginald DickersonExecutive Di
Maurice HallettSecretary
Shawn CopelandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,006
Program Service Revenue
$0
Investment Income
$1,920
Other Revenue
$8,444
All Other Contributions
$3,091
Change in Net Assets
$3,298
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$14,072
Total Fundraising Expense$95
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$3,000-$95$3,095
Fees for Service Investment Mgmnt Fees-$682-$682
Fees for Services Accounting-$425-$425
Other Expenses$2,555$345-$345
All Other Expenses-$54-$54
Total Functional Expenses$12,471$1,506$95$14,072
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$28,118
Fundraising Direct Expenses$19,674
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fences Play$19,838$16,268$173$16,095
Jazz Brunch$11,850$11,850$345$11,505
Total Events$31,688$28,118$19,674$8,444
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
Backup withholding compliance
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, Page 6, Part VI, Line 11B

Organization's 990 return of organization exempt from income tax return is reviewed by the treasurer prior to submission. Treasurer provides an overview to the board of the 990 income tax return.

Form 990, Page 6, Part VI, Line 12C

Officers are requested to provide an annual disclosure of any known or potential conflict of interest.

Form 990, Page 6, Part VI, Line 19

Documents are made available to the public via appointment. Individuals can schedule an appointment to view governing documents at organization's office.

Filing and Contact Details

Filer

Filer Name
Trenton Kappa Foundation Inc
EIN
22-3819005
Phone
6098151681
Address
849 WEST STATE STREET, TRENTON, NJ 08618

Signing Officer

Name
Shawn Copeland
Title
Treasurer
Phone
6098151681
Signed
2016-03-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shawn Copeland
Legal Domicile
Nj
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Ml Perry CPA
Address
1075 EASTON AVE TOWER 2 STE 3, SOMERSET, NJ 08873
Preparer
Mark Perry
Phone
7322209700
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The foundation strives to provide educational opportunities to youth in need within but not limited to mercer county. The foundation works to provide computers, seminars, workshops, educational grants and sponsorship of academic travel.

Form 990, Page 2, Part III, Line 4B

Cancer prevention and awareness through campaign.

Form 990, Part XI, Line 9

Unrealized gain on marketable securities 1,751 unrealized loss on equities 0

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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt015595
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.74580
IRS990ScheduleA/PublicSupportPY509Pct00.85100
IRS990ScheduleA/PublicSupportTotal509Amt059984
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07006
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt017003
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt011628
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt012258
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt012089
IRS990ScheduleA/Total509Grp/TotalAmt059984
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt016236
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt025055
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt012662
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt013517
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt012962
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt080432
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt03570
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt03570
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019674
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt0750
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01250
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FENCES PLAY
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0JAZZ BRUNCH
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01770
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01770
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019838
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011850
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031688
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016268
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011850
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028118
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08444
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0518
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0173
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0345
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt011926
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt04210
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt016136
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION STRIVES TO PROVIDE EDUCATIONAL OPPORTUNITIES TO YOUTH IN NEED WITHIN BUT NOT LIMITED TO MERCER COUNTY. THE FOUNDATION WORKS TO PROVIDE COMPUTERS, SEMINARS, WORKSHOPS, EDUCATIONAL GRANTS AND SPONSORSHIP OF ACADEMIC TRAVEL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CANCER PREVENTION AND AWARENESS THROUGH CAMPAIGN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATION'S 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX RETURN IS REVIEWED BY THE TREASURER PRIOR TO SUBMISSION. TREASURER PROVIDES AN OVERVIEW TO THE BOARD OF THE 990 INCOME TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICERS ARE REQUESTED TO PROVIDE AN ANNUAL DISCLOSURE OF ANY KNOWN OR POTENTIAL CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC VIA APPOINTMENT. INDIVIDUALS CAN SCHEDULE AN APPOINTMENT TO VIEW GOVERNING DOCUMENTS AT ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UNREALIZED GAIN ON MARKETABLE SECURITIES 1,751 UNREALIZED LOSS ON EQUITIES 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt026194
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt035146
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt071791
IRS990/TotalAssetsEOYAmt065681
IRS990/TotalAssetsGrp/BOYAmt071791
IRS990/TotalAssetsGrp/EOYAmt065681
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt07006
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt095
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01506
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt012471
IRS990/TotalFunctionalExpensesGrp/TotalAmt014072
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011159
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt011159
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt060632
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt065681
IRS990/TotalProgramServiceExpensesAmt012471
IRS990/TotalRevenueGrp/ExclusionAmt010364
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt017370
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt071791
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt065681
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt034438
IRS990/UnrestrictedNetAssetsGrp/EOYAmt030535
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011 MINK COURT
IRS990/USAddress/CityNm0LAWRENCEVILLE
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd0086481540
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAWN COPELAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06098151681
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRENTON KAPPA FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0TREN
ReturnHeader/Filer/EIN0223819005
ReturnHeader/Filer/PhoneNum06098151681
ReturnHeader/Filer/USAddress/AddressLine1Txt0849 WEST STATE STREET
ReturnHeader/Filer/USAddress/CityNm0TRENTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008618
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223630716
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ML PERRY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01075 EASTON AVE TOWER 2 STE 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOMERSET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008873
ReturnHeader/PreparerPersonGrp/PhoneNum07322209700
ReturnHeader/PreparerPersonGrp/PreparationDt02016-03-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK PERRY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-03-29T07:51:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.05$2.09$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.80$0.88$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.08$0.81$0.27
2021Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.65$0.55$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.38$0.37$0.00
2019Summary only. Only limited summary data is available for this year.$1.29$0.00$1.29$1.27$1.06$0.21
2018Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.75$0.66$0.09
2017Summary only. Only limited summary data is available for this year.$0.67$0.00$0.67$0.10$0.19$0.09
2016Summary only. Only limited summary data is available for this year.$0.76$0.00$0.76$0.29$0.33$0.04
2015Summary only. Only limited summary data is available for this year.$0.80$0.00$0.80$0.29$0.13$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.17$0.14$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.72$0.11$0.61$0.26$0.18$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.00$0.51$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.00$0.56$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.01$0.51$0.18
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • NTEE B84 • <$500k nonprofits