Civic Intelligence

Clt Joules

990 • Fiscal year 2016 • EIN 45-4670819

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

Organization Profilewww.cltjoules.com
222 Church StreetCharlotte, NC 28202

(704) 562-3775

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

Higher debt load relative to assets than 47% of similar nonprofits.

2016 filings • NTEE R • <$500k nonprofits • Source year 2016

Liabilities / Revenue

47th percentile

0.00x

Higher debt load relative to revenue than 47% of similar nonprofits.

2016 filings • NTEE R • <$500k nonprofits • Source year 2016

Net Margin

82nd percentile

33%

Higher net margin than 82% of similar nonprofits.

2016 filings • NTEE R • <$500k nonprofits • Source year 2016

Top Officer Pay

60th percentile

$0

Higher top officer pay than 60% of similar nonprofits.

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

2016 filings • NTEE R • <$500k nonprofits • Source year 2016

Asset Growth

87th percentile

108%

Faster asset growth than 87% of similar nonprofits.

2016 filings • NTEE R • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

889%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • NTEE R • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$229,702

Up $119,395 (+108%) from 2015

Net Assets

Up

$229,668

Up $119,395 (+108%) from 2015

Liabilities

Flat

$34

Flat from 2015

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin82nd percentile

Revenue

Up

$363,635

Up $326,881 (+889%) from 2015

Expenses

Up

$244,240

Up $130,978 (+116%) from 2015

Net Income

Up

$119,395

Up $195,903 (+256%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$1.0M$500K$0-$500KAssets 2013: $285,246Liabilities 2013: $505Net Assets 2013: $284,7412013Assets 2014: $186,815Liabilities 2014: $33Net Assets 2014: $186,7822014Assets 2015: $110,307Liabilities 2015: $34Net Assets 2015: $110,2732015Assets 2016: $229,702Liabilities 2016: $34Net Assets 2016: $229,6682016Assets 2017: $2,667Liabilities 2017: $55,418Net Assets 2017: -$52,7512017Assets 2018: $868,071Liabilities 2018: $792,648Net Assets 2018: $75,4232018Assets 2019: $717,563Liabilities 2019: $586,208Net Assets 2019: $131,3552019Assets 2020: $485,462Liabilities 2020: $310,136Net Assets 2020: $175,3262020Assets 2021: $386,984Liabilities 2021: $55,826Net Assets 2021: $331,1582021Assets 2022: $485,350Liabilities 2022: $1,500Net Assets 2022: $483,8502022Assets 2023: $538,904Liabilities 2023: $3,751Net Assets 2023: $535,1532023Assets 2024: $470,793Liabilities 2024: $2,047Net Assets 2024: $468,7462024

Highlighted filing

2016

Assets$229,702
Liabilities$34
Net Assets$229,668
Open 2016 Filing

Operations Trend

Revenue Growth98th percentile

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

$1.0M$500K$0-$500KRevenue 2013: $315,100Expenses 2013: $30,481Net Income 2013: $284,6192013Revenue 2014: $8,000Expenses 2014: $123,909Net Income 2014: -$115,9092014Revenue 2015: $36,754Expenses 2015: $113,262Net Income 2015: -$76,5082015Revenue 2016: $363,635Expenses 2016: $244,240Net Income 2016: $119,3952016Revenue 2017: $30,000Expenses 2017: $312,419Net Income 2017: -$282,4192017Revenue 2018: $350,000Expenses 2018: $221,826Net Income 2018: $128,1742018Revenue 2019: $314,341Expenses 2019: $258,409Net Income 2019: $55,9322019Revenue 2020: $308,186Expenses 2020: $264,215Net Income 2020: $43,9712020Revenue 2021: $465,139Expenses 2021: $309,307Net Income 2021: $155,8322021Revenue 2022: $538,059Expenses 2022: $385,367Net Income 2022: $152,6922022Revenue 2023: $535,544Expenses 2023: $484,241Net Income 2023: $51,3032023Revenue 2024: $437,962Expenses 2024: $504,369Net Income 2024: -$66,4072024

Highlighted filing

2016

Revenue$363,635
Expenses$244,240
Net Income$119,395
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Gross Receipts
$363,635
Mission and Program Overview

Mission

Clt joules is dedicated to promoting job creation, investment, education and innovation in the charlotte region by developing a strong ecosystem that supports early stage energy companies, to enhance charlotte's position as a national energy leader by strengthening the energy innovation ecosystem through the development of energy entrepreneurs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$105,307$222,122▲ $116,815
Accounts Receivable$5,000$7,500▲ $2,500
Prepaid Expenses and Deferred Charges$0$80▲ $80
Total Assets$110,307$229,702▲ $119,395
Liabilities
Accounts Payable and Accrued Expenses$34$34→ $0
Total Liabilities$34$34→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$110,273$229,668▲ $119,395
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$110,273$229,668▲ $119,395
Total Liabilities and Net Assets / Fund Balance$110,307$229,702▲ $119,395
Compensation and Service Providers
Top Officer Pay60th percentile

Board Members and Trustees

NameTitle
Rob CaldwellChairman/ President
A R MullinaxBoard Member
Angel HarpeBoard Member
Ashley CongerBoard Member
Brian HeslinBoard Member
Curtis WatkinsBoard Member
Dr Robert WilhelmBoard Member
Mike MitchellBoard Member
Rob PhocasBoard Member
Shannon ErmanBoard Member
Steve WilsonBoard Member
Adam GreenSecretary
Sharai LavoieTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Bob IrvinContracted Executive Director1924 Cleveland Ave Ste 201, Charlotte, NC 28203$120,000
Revenue and Support

Revenue Composition

Contributions and Grants
$363,635
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$348,490
Change in Net Assets
$119,395
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$244,240
Total Fundraising Expense$79,480
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$109,100$24,000$67,375$200,475
Advertising$300$2,900$12,105$15,305
Travel$10,691$3,063-$13,754
Conferences and Meetings$9,638$150-$9,788
Insurance$876$2,189-$3,065
Other Expenses$918$636-$1,554
Office Expenses-$299-$299
Total Functional Expenses$131,523$33,237$79,480$244,240
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
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Contracted an executive director for the organization.”

Form 990, Part VI, Section B, Line 11B

“The draft document is sent to the executive director for review and circulation to board members. The 990 is then filed electronically.”

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

“Board members are asked to disclose when renewing their board position.”

Form 990, Part VI, Section B, Line 15

“The contracted ED agreement was reviewed and approved by the board. There are no employees or compensated officers for CLT Joules.”

Form 990, Part VI, Section C, Line 19

“All documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Clt Joules
EIN
45-4670819
Phone
7045623775
Address
222 Church Street, Charlotte, NC 28202

Signing Officer

Name
Sharai Lavoie
Title
Treasurer
Phone
7045446822
Signed
2017-05-11

Organization Details

Principal Officer
Rob Caldwell
Formed
2012
Legal Domicile
Nc
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
0
Raw XML AppendixShowing 400 of 476 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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IRS990/ProgSrvcAccomActy2Grp/Desc0Increased applications and improved key metrics by identifying companies through proactive network and application process and defined metrics as funding, business development, connections, mentors, applications, jobs and customers.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Updated mission, vision and strategy and enhanced marketing efforts through website and public relations with updated application process, an Innovation Symposium and the CPCC entrepreneur fair.
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IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0336500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0363635
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt036754
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0315000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0723489
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0723489
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0363635
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt036754
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0315000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0100
IRS990ScheduleA/Total509Grp/TotalAmt0723489
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0363635
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt036754
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt08000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0315000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0100
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0723489
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
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Rob Caldwell
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Adam Green
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2Sharai Lavoie
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Chairman/ President
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Secretary
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Treasurer
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt20
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Contracted an executive director for the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The draft document is sent to the executive director for review and circulation to board members. The 990 is then filed electronically.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Board members are asked to disclose when renewing their board position.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The contracted ED agreement was reviewed and approved by the board. There are no employees or compensated officers for CLT Joules.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4All documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$229,702
Liabilities
$34
Net assets
$229,668
Revenue
$363,635
Expenses
$244,240
Net income
$119,395
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.71$0.02$4.69$4.38$5.04$0.66
2023Summary only. Only limited summary data is available for this year.$5.39$0.04$5.35$5.36$4.84$0.51
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.85$0.02$4.84$5.38$3.85$1.53
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.87$0.56$3.31$4.65$3.09$1.56
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.85$3.10$1.75$3.08$2.64$0.44
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.18$5.86$1.31$3.14$2.58$0.56
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.68$7.93$0.75$3.50$2.22$1.28
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.55$0.53$0.30$3.12$2.82
2016Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$3.64$2.44$1.19
2015Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.37$1.13$0.77
2014Summary only. Only limited summary data is available for this year.$1.87$0.00$1.87$0.08$1.24$1.16
2013Detailed filing. Detailed filing data is available for this year.$2.85$0.01$2.85$3.15$0.30$2.85