Civic Intelligence

The Charlemagne Institute

990 • Fiscal year 2023 • EIN 26-4057885

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 05, 2024

Organization ProfileN/A
219 Saint Clair StFrankfort, KY 40601

(952) 388-0840

Siviq Scores

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

Liabilities / Assets

64th percentile

0.16x

Higher debt load relative to assets than 64% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

81st percentile

0.55x

Higher debt load relative to revenue than 81% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

2nd percentile

-197%

Higher net margin than 2% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$142,857

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 31.7% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

3rd percentile

-41%

Faster asset growth than 3% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-42%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$1,517,372

Down $1,033,748 (-41%) from 2022

Net Assets

Down

$1,270,490

Down $1,030,257 (-45%) from 2022

Liabilities

Down

$246,882

Down $3,491 (-1.4%) from 2022

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin2nd percentile

Revenue

Down

$450,245

Down $331,781 (-42%) from 2022

Expenses

Down

$1,337,293

Down $372,589 (-22%) from 2022

Net Income

Up

-$887,048

Up $40,808 (+4.4%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $125,739Liabilities 2010: $72,867Net Assets 2010: $52,8722010Assets 2011: $465,667Liabilities 2011: $279,842Net Assets 2011: $185,8252011Assets 2012: $464,498Liabilities 2012: $50,597Net Assets 2012: $413,9012012Assets 2014: $650,071Liabilities 2014: $12,979Net Assets 2014: $637,0922014Assets 2015: $692,697Liabilities 2015: $9,387Net Assets 2015: $683,3102015Assets 2016: $589,734Liabilities 2016: $21,282Net Assets 2016: $568,4522016Assets 2017: $462,000Liabilities 2017: $8,558Net Assets 2017: $453,4422017Assets 2020: $4,325,437Liabilities 2020: $173,822Net Assets 2020: $4,151,6152020Assets 2022: $2,551,120Liabilities 2022: $250,373Net Assets 2022: $2,300,7472022Assets 2023: $1,517,372Liabilities 2023: $246,882Net Assets 2023: $1,270,4902023Assets 2024: $76,949Liabilities 2024: $220,836Net Assets 2024: -$143,8872024

Highlighted filing

2023

Assets$1,517,372
Liabilities$246,882
Net Assets$1,270,490
Open 2023 Filing

Operations Trend

Revenue Growth8th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $760,9352010Expenses 2011: $1,512,0742011Expenses 2012: $2,018,2932012Revenue 2014: $1,080,371Expenses 2014: $835,601Net Income 2014: $244,7702014Revenue 2015: $1,072,688Expenses 2015: $1,026,470Net Income 2015: $46,2182015Revenue 2016: $932,443Expenses 2016: $1,047,301Net Income 2016: -$114,8582016Revenue 2017: $1,020,664Expenses 2017: $1,129,605Net Income 2017: -$108,9412017Revenue 2020: $961,607Expenses 2020: $1,502,890Net Income 2020: -$541,2832020Revenue 2022: $782,026Expenses 2022: $1,709,882Net Income 2022: -$927,8562022Revenue 2023: $450,245Expenses 2023: $1,337,293Net Income 2023: -$887,0482023Revenue 2024: $372,067Expenses 2024: $1,048,177Net Income 2024: -$676,1102024

Highlighted filing

2023

Revenue$450,245
Expenses$1,337,293
Net Income-$887,048
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 5, 2024
Return Version
2023v5.1
Gross Receipts
$1,909,755
Mission and Program Overview

Mission

The charlemagne institute is defending and advancing western civilization through print, digital and in-person communications.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,508,311$1,475,969▼ $1,032,342
Cash and Non-Interest-Bearing Accounts$11,858$21,089▲ $9,231
Land, Buildings, and Equipment, Net$18,336$12,625▼ $5,711
Intangible Assets$4,800$0▼ $4,800
Prepaid Expenses and Deferred Charges$5,595$4,089▼ $1,506
Accounts Receivable$1,713$3,600▲ $1,887
Savings and Temporary Cash Investments$507$0▼ $507
Total Assets$2,551,120$1,517,372▼ $1,033,748
Liabilities
Deferred Revenue$141,014$153,237▲ $12,223
Accounts Payable and Accrued Expenses$109,359$93,645▼ $15,714
Total Liabilities$250,373$246,882▼ $3,491
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,059,730$1,270,490▼ $789,240
Net Assets With Donor Restrictions$241,017$0▼ $241,017
Total Net Assets Fund Balance$2,300,747$1,270,490▼ $1,030,257
Total Liabilities and Net Assets / Fund Balance$2,551,120$1,517,372▼ $1,033,748

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$12,625$173,658-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$2,441,572---$2,441,572
2022$4,028,795-▼ $378,853$1,175,000$2,441,572
2021$4,052,720-▲ $598,046$579,999$4,028,795
2020$4,840,731-▼ $204$746,250$4,052,720
2019$5,235,079-▲ $867,986$1,210,000$4,840,731
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Robert RoachCEOFT$142,857$142,857

Board Members and Trustees

NameTitle
Raymond WelderChairman
Frank RussomannoVice Chairman
Thomas PaukenVice Chairman
Alan LannersDirector
Dwight TostensonDirector
Paul LagardeDirector
Sharon HawkinsDirector
Thomas PiatakDirector
George CsataryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$143,648
Program Service Revenue
$0
Investment Income
$253,093
Other Revenue
$53,504
All Other Contributions
$143,648
Change in Net Assets
$-887,048

Audited Revenue Reconciliation

Revenue per Audited Statements
$767,841
Revenue Not Reported on Financial Statements
$-317,596
Revenue Not Reported on Form 990
$-143,209
Other Revenue Adjustments
$-317,596
Total Revenue per Audited Statements
$624,632
Total Revenue per Form 990
$450,245
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$826,601
Other Expenses$510,692
Total Fundraising Expense$68,860
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$480,539$39,197$34,990$554,726
Current Officers, Directors, Trustees, and Key Employees$123,808$10,000$9,049$142,857
Information Technology$121,142$0$0$121,142
Other Employee Benefits$65,015$4,868$4,373$74,256
Payroll Taxes$46,624$4,922$3,216$54,762
Travel$36,786$9,390$1,687$47,863
All Other Expenses$40,385$386$336$41,107
Occupancy$30,971$2,147$1,840$34,958
Office Expenses$19,825$1,596$1,367$22,788
Insurance$16,144$1,298$1,113$18,555
Depreciation Depletion$0$8,295$4,632$12,927
Other Expenses$546$133$0$679
Total Functional Expenses$1,141,795$126,638$68,860$1,337,293

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,654,889
Total Expenses per Audited Statements$1,654,889
Total Expenses per Form 990$1,337,293
Expenses Not Reported on Financial Statements$-317,596
Other Expense Adjustments$-317,596
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
The Charlemagne Institute
EIN
26-4057885
Phone
9523880840
Address
219 Saint Clair St, Frankfort, KY 40601
Doing Business As
Chronicles Magazine

Signing Officer

Name
Robert E Roach
Title
CEO
Phone
9523880840
Signed
2024-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Roach
Formed
2009
Legal Domicile
Ky
Voting Board Members
10
Independent Board Members
9
Employees
12
Volunteers
0

Preparer

Firm
Finn Gartman Hart Plc
Address
1604 HILLTOP W EXEC CTR STE 208, VIRGINIA BEACH, VA 23451
Preparer
Michael D Gartman
Phone
7574251532
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“The Organization has members.”

Pt VI, Line 7A

“The members may elect the governing body.”

Pt VI, Line 7B

“Decisions of the governing body are reviewed and approved by the members.”

Pt VI, Line 11B

“A draft of the 990 is emailed to each board member for their review prior to filing.”

Pt VI, Line 12C

“The controller and treasurer monitor all spending to ensure that no expenses or other outgoing payments have a direct financial benefit to board members or highly compensated employees. Major expenses require both management and board approval. Other checks and balances are in place and the directors self-report.”

Pt VI, Line 15A

“Compensation for the CEO is set by the board of directors, based on work experience, performance, and the comparative market within the industry.”

Pt VI, Line 15B

“Compensation for other officers and employees is set by the CEO with board oversight, based on work experience, performance, and the comparative market within the industry.”

Pt VI, Line 19

“The Organizations governing documents, conflict of interest policy, and financial statements are available upon request.”

Financial Statement Notes

Pt XI, Line 4B

“COGS was netted against sales on 990, but was shown in expenses on audited financial statements.”

Pt XII, Line 4B

“COGS was netted against sales on 990, but was shown in expenses on audited financial statements.”

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IRS990/ProgSrvcAccomActy2Grp/Desc0INTELLECTUAL TAKEOUT IS CHARLEMAGNE INSTITUTES WEBZINE GEARED TOWARDS A YOUNGER AMERICAN AUDIENCE. ESTABLISHED IN 2009, INTELLECTUAL TAKEOUT (ITO) HAS HUNDREDS OF THOUSANDS OF UNIQUE READERS ANNUALLY AND MILLIONS OF VIEWS OF CONTENT VIA SOCIAL MEDIA AND EMAIL OUTREACH AND COMMUNICATIONS. OVER THE COURSE OF A YEAR, ITO WILL PUBLISH OVER 1,000 ARTICLES PROMOTED TO HUNDREDS OF THOUSANDS OF FOLLOWERS VIA SOCIAL MEDIA AND EMAIL. OUR WEBZINE HELPS EDUCATE OUR READERS ON THE FOUNDATIONS, TRADITIONS, PRINCIPLES, AND HISTORY OF AMERICA AND WESTERN CIVILIZATION. AT THE SAME TIME, ITO DECONSTRUCTS MODERN AND PAST IDEOLOGIES, SHOWING THE FAULTY LOGIC AND THE DISASTROUS RESULTS. THROUGHOUT ALL OUR PUBLICATIONS, CHARLEMAGNE INSTITUTE DRAWS A CLEAR LINE BETWEEN OUR EDITORIAL DECISIONS AND OUR DONORS AND BOARD OF DIRECTORS. WHILE DONORS MAY DIRECT FUNDING TO SPECIFIC PROJECTS, SUCH AS THE ALCUIN INTERNSHIP, THEY ARE NOT DIRECTING THE WRITING OF PUBLISHING OF OUR CONTENT. WE PUBLISH A WIDE RANGE OF CONTENT THAT IS MEANT TO FOSTER DISCUSSION AND FURTHER INTELLECTUAL DISCOVERY.
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IRS990/ProgSrvcAccomActy3Grp/Desc0CHRONICLES: A MAGAZINE OF AMERICAN CULTURE HAS BEEN A STRONGHOLD OF INTELLIGENT, CONSERVATIVE DISCOURSE ON WESTERN AND AMERICAN CULTURE SINCE 1977. EACH YEAR, WE PUBLISH 12 ISSUES OF THE MAGAZINE. ALL CHARLEMAGNE INSTITUTE MEMBERS RECEIVE A SUBSCRIPTION TO CHRONICLES. IN 2022, WE CELEBRATED OUR 45TH ANNIVERSARY. THROUGH THE PRINT MAGAZINE AS WELL AS SOCIAL MEDIA OUTLETS, OUR WEBSITE, TV AND RADIO INTERVIEWS, AND PODCASTS, CHRONICLES EXAMINES AND ANALYZES CURRENT EVENTS FROM THE PERSPECTIVES OF HISTORY, THEOLOGY, LITERATURE, AND PHILOSOPHY. INFLUENCING THE INFLUENTIAL, OVER A THIRD OF ITS SUBSCRIBERS HOLD ADVANCED DEGREES. ITS READERSHIP INCLUDES NOVELISTS, FILMMAKERS, UNIVERSITY PROFESSORS, TEACHERS, HOMESCHOOLING MOTHERS, PRIESTS AND PASTORS, CAPTAINS OF INDUSTRY, GOVERNMENT RESEARCHERS, JOURNALISTS, THINK TANK LEADERS, LAWYERS, BISHOPS, JUDGES, BUREAUCRATS, AND POLITICIANS. IN 2020, WE RELEASED OUR FIRST VOLUME OF REMEMBERING THE RIGHT, A SPECIAL COMPILATION ISSUE OF ARTICLES DEDICATED TO SHARING THE WISDOM OF PAST CONSERVATIVE AND WESTERN INTELLECTUALS. THROUGHOUT ALL OUR PUBLICATIONS, CHARLEMAGNE INSTITUTE DRAWS A CLEAR LINE BETWEEN OUR EDITORIAL DECISIONS AND OUR DONORS AND BOARD OF DIRECTORS. WHILE DONORS MAY DIRECT FUNDING TO SPECIFIC PROJECTS, SUCH AS THE ALCUIN INTERNSHIP, THEY ARE NOT DIRECTING THE WRITING OR PUBLISHING OF OUR CONTENT. WE PUBLISH A WIDE RANGE OF CONTENT THAT IS MEANT TO FOSTER DISCUSSION AND FURTHER INTELLECTUAL DISCOVERY.
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,517,372
Liabilities
$246,882
Net assets
$1,270,490
Revenue
$450,245
Expenses
$1,337,293
Net income
-$887,048
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.22$0.14$0.37$1.05$0.68
2023Detailed filing. Detailed filing data is available for this year.$1.52$0.25$1.27$0.45$1.34$0.89
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.55$0.25$2.30$0.78$1.71$0.93
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.33$0.17$4.15$0.96$1.50$0.54
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.01$0.45$1.02$1.13$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.02$0.57$0.93$1.05$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.69$0.01$0.68$1.07$1.03$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.65$0.01$0.64$1.08$0.84$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.05$0.41$2.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.28$0.19$1.51
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.07$0.05$0.76