Civic Intelligence

Exploring Joara Foundation Inc.

990EZ • Fiscal year 2022 • EIN 26-1074825

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 01, 2023

Organization ProfileEXPLORINGJOARA.ORG
PO Box 296Morganton, NC 28680-0296

(828) 439-2463

Siviq Scores

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

Liabilities / Assets

59th percentile

0.01x

Higher debt load relative to assets than 59% of similar nonprofits.

2022 filings • NTEE A • <$500k nonprofits • Source year 2022

Liabilities / Revenue

73rd percentile

0.07x

Higher debt load relative to revenue than 73% of similar nonprofits.

2022 filings • NTEE A • <$500k nonprofits • Source year 2022

Net Margin

22nd percentile

-18%

Higher net margin than 22% of similar nonprofits.

2022 filings • NTEE A • <$500k nonprofits • Source year 2022

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2022 filings • NTEE A • <$500k nonprofits • Source year 2022

Asset Growth

41st percentile

-3.3%

Faster asset growth than 41% of similar nonprofits.

2022 filings • NTEE A • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

79th percentile

105%

Faster revenue growth than 79% of similar nonprofits.

2022 filings • NTEE A • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$289,394

Down $9,940 (-3.3%) from 2021

Net Assets

Down

$286,388

Down $7,784 (-2.6%) from 2021

Liabilities

Down

$3,006

Down $2,156 (-42%) from 2021

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin22nd percentile

Revenue

Up

$43,450

Up $22,219 (+105%) from 2021

Expenses

Up

$51,234

Up $18,446 (+56%) from 2021

Net Income

Up

-$7,784

Up $3,773 (+33%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$400K$300K$200K$100K$0Assets 2011: $190,677Liabilities 2011: $131,982Net Assets 2011: $58,6952011Assets 2012: $167,086Liabilities 2012: $115,755Net Assets 2012: $51,3312012Assets 2013: $183,095Liabilities 2013: $106,345Net Assets 2013: $76,7502013Assets 2014: $291,825Liabilities 2014: $95,964Net Assets 2014: $195,8612014Assets 2015: $293,653Liabilities 2015: $85,975Net Assets 2015: $207,6782015Assets 2016: $304,453Liabilities 2016: $79,799Net Assets 2016: $224,6542016Assets 2017: $309,066Liabilities 2017: $87,217Net Assets 2017: $221,8492017Assets 2018: $288,126Liabilities 2018: $69,939Net Assets 2018: $218,1872018Assets 2019: $352,278Liabilities 2019: $34,834Net Assets 2019: $317,4442019Assets 2020: $326,178Liabilities 2020: $20,449Net Assets 2020: $305,7292020Assets 2021: $299,334Liabilities 2021: $5,162Net Assets 2021: $294,1722021Assets 2022: $289,394Liabilities 2022: $3,006Net Assets 2022: $286,3882022Assets 2024: $304,639Liabilities 2024: $839Net Assets 2024: $303,8002024Assets 2025: $278,855Liabilities 2025: $544Net Assets 2025: $278,3112025

Highlighted filing

2022

Assets$289,394
Liabilities$3,006
Net Assets$286,388
Open 2022 Filing

Operations Trend

Revenue Growth79th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $72,184Expenses 2011: $60,483Net Income 2011: $11,7012011Revenue 2012: $90,336Expenses 2012: $97,700Net Income 2012: -$7,3642012Revenue 2013: $127,850Expenses 2013: $102,431Net Income 2013: $25,4192013Revenue 2014: $225,706Expenses 2014: $106,597Net Income 2014: $119,1092014Revenue 2015: $167,773Expenses 2015: $155,956Net Income 2015: $11,8172015Revenue 2016: $187,401Expenses 2016: $170,424Net Income 2016: $16,9772016Revenue 2017: $176,042Expenses 2017: $178,847Net Income 2017: -$2,8052017Revenue 2018: $145,362Expenses 2018: $149,024Net Income 2018: -$3,6622018Revenue 2019: $164,215Expenses 2019: $64,958Net Income 2019: $99,2572019Revenue 2020: $49,549Expenses 2020: $61,264Net Income 2020: -$11,7152020Revenue 2021: $21,231Expenses 2021: $32,788Net Income 2021: -$11,5572021Revenue 2022: $43,450Expenses 2022: $51,234Net Income 2022: -$7,7842022Revenue 2024: $90,145Expenses 2024: $53,975Net Income 2024: $36,1702024Revenue 2025: $110,195Expenses 2025: $111,009Net Income 2025: -$8142025

Highlighted filing

2022

Revenue$43,450
Expenses$51,234
Net Income-$7,784
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 1, 2023
Return Version
2021v4.2
Gross Receipts
$44,446
Mission and Program Overview

Mission

Exploring joara is committed to promoting public archaeology in the upper catawba and yadkin river valleys of western north carolina. Our mission is to support research, education, and outreach in preservation of our past. The foundation is dedicated to finding and protecting archaeological resources, while fostering an understanding and appreciation for archaeology in the community.

To support archaeological study of nativ

Program Services

DescriptionGrantsExpenses
EDUCATIONAL PROGRAMS RELATED TO SCIENTIFIC ARCHAEOLOGICAL SURVEYS AND EXCAVATIONS OF NATIVE AMERICAN AND EARLY EUROPEAN SETTLEMENTS IN WESTERN NC.--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mike CarpenterTreasurer-$0--
Rob HooksChair-$0--
Filing and Contact Details

Filer

Filer Name
Exploring Joara Foundation Inc
EIN
26-1074825
Address
PO BOX 296, Morganton, NC 28680-0296

Signing Officer

Name
Mike Carpenter
Title
Treasurer
Phone
8282281566
Signed
2023-02-01
Discuss with paid preparer
Yes

Preparer

Firm
Gray & Hammond Accountants
Address
PO Box 938, Morganton, NC 28680
Preparer
Denise J Hammond
Phone
8284377058
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountRent 1,675”

Description of other expenses Part I line 16

“Description AmountDepreciation from 4562 14,085Bank fees 394Phone & Internet 1,428Website 879PO Box Rental 232Interest 25Insurance 3,921Membership dues 140Sales tax 39Office Supplies 4,152”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearCredit Cards 21 2,319Payroll Taxes 0 687Short Term Loan 5,141 0”

Raw XML Appendix162 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Mike Carpenter
IRS990EZ/BooksInCareOfDetail/PhoneNum08284392463
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01614 8th St Cir SE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Hickory
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028602
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020359
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024504
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09670
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7784
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04800
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0299334
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0289394
IRS990EZ/FundraisingGrossIncomeAmt014039
IRS990EZ/GrossReceiptsAmt044446
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LandAndBuildingsGrp/BOYAmt0278975
IRS990EZ/LandAndBuildingsGrp/EOYAmt0264890
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt011870
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0294172
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0286388
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0294172
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0286388
IRS990EZ/OccupancyRentUtltsAndMaintAmt04812
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Mike Carpenter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rob Hooks
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chair
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt025295
IRS990EZ/OtherRevenueTotalAmt01675
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT ARCHAEOLOGICAL STUDY OF NATIV
IRS990EZ/PrintingPublicationsPostageAmt06414
IRS990EZ/ProgramServiceRevenueAmt07191
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL PROGRAMS RELATED TO SCIENTIFIC ARCHAEOLOGICAL SURVEYS AND EXCAVATIONS OF NATIVE AMERICAN AND EARLY EUROPEAN SETTLEMENTS IN WESTERN NC.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt09913
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0996
IRS990EZ/SpecialEventsNetIncomeLossAmt013043
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05162
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03006
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051234
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt043450
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt050000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt042728
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt092728
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt028730
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020599
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt026275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0129885
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0120410
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0325899
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt015714
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0650
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02790
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt016336
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt018697
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt054187
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt02790
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt04474
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt08374
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt015638
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.76570
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0302996
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt050000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt042728
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt092728
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt044444
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt021249
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt031855
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0150695
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0147481
IRS990ScheduleA/Total509Grp/TotalAmt0395724
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt044444
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt021249
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt031855
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0150695
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0147481
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0395724
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountRent 1,675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountDepreciation from 4562 14,085Bank fees 394Phone & Internet 1,428Website 879PO Box Rental 232Interest 25Insurance 3,921Membership dues 140Sales tax 39Office Supplies 4,152
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearCredit Cards 21 2,319Payroll Taxes 0 687Short Term Loan 5,141 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE CARPENTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08282281566
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EXPLORING JOARA FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0EXPL
ReturnHeader/Filer/EIN0261074825
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 296
ReturnHeader/Filer/USAddress/CityNm0Morganton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0286800296
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464376289
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gray & Hammond Accountants
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 938
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Morganton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028680
ReturnHeader/PreparerPersonGrp/PhoneNum08284377058
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Denise J Hammond
ReturnHeader/ReturnTs02023-02-08T10:45:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MIKE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARPENTER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$289,394
Liabilities
$3,006
Net assets
$286,388
Revenue
$43,450
Expenses
$51,234
Net income
-$7,784
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.79$0.01$2.78$1.10$1.11$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.05$0.01$3.04$0.90$0.54$0.36
2022Detailed filing. Detailed filing data is available for this year.$2.89$0.03$2.86$0.43$0.51$0.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.99$0.05$2.94$0.21$0.33$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.20$3.06$0.50$0.61$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.52$0.35$3.17$1.64$0.65$0.99
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.88$0.70$2.18$1.45$1.49$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$0.87$2.22$1.76$1.79$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.04$0.80$2.25$1.87$1.70$0.17
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$0.86$2.08$1.68$1.56$0.12
2014Detailed filing. Detailed filing data is available for this year.$2.92$0.96$1.96$2.26$1.07$1.19
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$1.06$0.77$1.28$1.02$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.67$1.16$0.51$0.90$0.98$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$1.32$0.59$0.72$0.60$0.12
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits