Civic Intelligence

Clt Joules

990 • Fiscal year 2018 • EIN 45-4670819

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization ProfileWWW.CLTJOULES.COM
1924 Cleveland AveCharlotte, NC 28203

(704) 644-0235

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.91x

Higher debt load relative to assets than 92% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

94th percentile

2.26x

Higher debt load relative to revenue than 94% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$133,470

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 38.1% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

100th percentile

32449%

Faster asset growth than 100% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

1067%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$868,071

Up $865,404 (+32449%) from 2017

Net Assets

Up

$75,423

Up $128,174 (+243%) from 2017

Liabilities

Up

$792,648

Up $737,230 (+1330%) from 2017

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin87th percentile

Revenue

Up

$350,000

Up $320,000 (+1067%) from 2017

Expenses

Down

$221,826

Down $90,593 (-29%) from 2017

Net Income

Up

$128,174

Up $410,593 (+145%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth100th 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

2018

Assets$868,071
Liabilities$792,648
Net Assets$75,423
Open 2018 Filing

Operations Trend

Revenue Growth99th 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

2018

Revenue$350,000
Expenses$221,826
Net Income$128,174
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$350,000
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
Pledges and Grants Receivable-$750,000-
Cash and Non-Interest-Bearing Accounts$2,587$117,832▲ $115,245
Total Assets$2,667$868,071▲ $865,404
Other Assets Total$80$239▲ $159
Liabilities
Deferred Revenue-$390,000-
Other Liabilities-$360,000-
Accounts Payable and Accrued Expenses$55,418$42,648▼ $12,770
Total Liabilities$55,418$792,648▲ $737,230
Net Assets / Fund Balance
Unrestricted Net Assets$-52,751$75,423▲ $128,174
Total Net Assets Fund Balance$-52,751$75,423▲ $128,174
Total Liabilities and Net Assets / Fund Balance$2,667$868,071▲ $865,404
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleBaseTotal
Robert IrvinExecutive Di$133,470$133,470

Board Members and Trustees

NameTitle
Rob CaldwellChairman
Brian HeslinDirector
Brian SavoyDirector
David JonesDirector
Mark BoomgardenDirector
Paul SteinDirector
Sharai LavoieTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$350,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$350,000
Change in Net Assets
$128,174
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$133,470
Other Expenses$88,356
Total Fundraising Expense$65,226
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$106,776$13,347$13,347$133,470
Fees for Services Other$13,500$3,389$50,625$67,514
Travel$13,741--$13,741
Insurance-$1,154-$1,154
Office Expenses$230$281$582$1,093
Other Expenses$213$412$199$824
Advertising--$473$473
Total Functional Expenses$136,851$19,749$65,226$221,826
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liability$360,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
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 9

“Sharai lavoie 1924 cleveland ave charlotte, nc 28203”

Form 990, Page 6, Part VI, Line 11B

“Board members review the form 990 before filing.”

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

“Clt joules regularly and consistently monitors and enforces compliance with the conflict of interest policy”

Form 990, Page 6, Part VI, Line 15A

“Executive director salary was based on previous executive director's salary”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Clt Joules
EIN
45-4670819
Phone
7046440235
Address
1924 CLEVELAND AVE, CHARLOTTE, NC 28203

Signing Officer

Name
Sharai Lavoie
Title
Treasurer
Phone
7046440235
Signed
2019-11-14

Organization Details

Principal Officer
Robert Irvin
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Bgw CPA Pllc
Address
1616 CAMDEN RD STE 510, CHARLOTTE, NC 28203-4756
Preparer
Rebecca J Cole
Phone
7045520553
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

Form 990, Part IX, Line 11G

“Bank fees 0 14 0 contracted services - profess 13,500 3,375 50,625 total 13,500 3,389 50,625”

Raw XML Appendix339 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLT 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SHARAI LAVOIE 1924 CLEVELAND AVE CHARLOTTE, NC 28203
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS REVIEW THE FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CLT JOULES REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EXECUTIVE DIRECTOR SALARY WAS BASED ON PREVIOUS EXECUTIVE DIRECTOR'S SALARY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK FEES 0 14 0 CONTRACTED SERVICES - PROFESS 13,500 3,375 50,625 TOTAL 13,500 3,389 50,625
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 9
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 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02667
IRS990/TotalAssetsEOYAmt0868071
IRS990/TotalAssetsGrp/BOYAmt02667
IRS990/TotalAssetsGrp/EOYAmt0868071
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0350000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt065226
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019749
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0136851
IRS990/TotalFunctionalExpensesGrp/TotalAmt0221826
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt055418
IRS990/TotalLiabilitiesEOYAmt0792648
IRS990/TotalLiabilitiesGrp/BOYAmt055418
IRS990/TotalLiabilitiesGrp/EOYAmt0792648
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-52751
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt075423
IRS990/TotalProgramServiceExpensesAmt0136851
IRS990/TotalReportableCompFromOrgAmt0133470
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0350000
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02667
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0868071
IRS990/TravelGrp/ProgramServicesAmt013741
IRS990/TravelGrp/TotalAmt013741
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-52751
IRS990/UnrestrictedNetAssetsGrp/EOYAmt075423
IRS990/USAddress/AddressLine1Txt0222 S CHURCH STREET
IRS990/USAddress/CityNm0CHARLOTTE
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028202
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.CLTJOULES.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHARAI LAVOIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07046440235
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLT JOULES
ReturnHeader/Filer/BusinessNameControlTxt0CLTJ
ReturnHeader/Filer/EIN0454670819
ReturnHeader/Filer/PhoneNum07046440235
ReturnHeader/Filer/USAddress/AddressLine1Txt01924 CLEVELAND AVE
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028203
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EDB904E5149EC3AD668E2B8CC3F07141FF93D775
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EDB904E5149EC3AD668E2B8CC3F07141FF93D775
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.151.139.168
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:41:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461302809
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BGW CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01616 CAMDEN RD STE 510
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0282034756
ReturnHeader/PreparerPersonGrp/PhoneNum07045520553
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBECCA J COLE
ReturnHeader/ReturnTs02019-11-14T13:41:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$868,071
Liabilities
$792,648
Net assets
$75,423
Revenue
$350,000
Expenses
$221,826
Net income
$128,174
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
2018Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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