Civic Intelligence

Clt Joules

990 • Fiscal year 2020 • EIN 45-4670819

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 02, 2021

Organization Profilewww.joulesaccelerator.com
1924 Cleveland Avenue 201Charlotte, NC 28203

(704) 644-0235

Siviq Scores

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

Liabilities / Assets

89th percentile

0.64x

Higher debt load relative to assets than 89% of similar nonprofits.

2020 filings • NTEE R • <$500k nonprofits • Source year 2020

Liabilities / Revenue

96th percentile

1.01x

Higher debt load relative to revenue than 96% of similar nonprofits.

2020 filings • NTEE R • <$500k nonprofits • Source year 2020

Net Margin

48th percentile

14%

Higher net margin than 48% of similar nonprofits.

2020 filings • NTEE R • <$500k nonprofits • Source year 2020

Top Officer Pay

99th percentile

$155,600

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 50.5% of source-year revenue.

2020 filings • NTEE R • <$500k nonprofits • Source year 2020

Asset Growth

14th percentile

-32%

Faster asset growth than 14% of similar nonprofits.

2020 filings • NTEE R • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

53rd percentile

-2.0%

Faster revenue growth than 53% of similar nonprofits.

2020 filings • NTEE R • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$485,462

Down $232,101 (-32%) from 2019

Net Assets

Up

$175,326

Up $43,971 (+33%) from 2019

Liabilities

Down

$310,136

Down $276,072 (-47%) from 2019

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin48th percentile

Revenue

Down

$308,186

Down $6,155 (-2.0%) from 2019

Expenses

Up

$264,215

Up $5,806 (+2.2%) from 2019

Net Income

Down

$43,971

Down $11,961 (-21%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2020

Assets$485,462
Liabilities$310,136
Net Assets$175,326
Open 2020 Filing

Operations Trend

Revenue Growth53rd 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

2020

Revenue$308,186
Expenses$264,215
Net Income$43,971
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 2, 2021
Return Version
2020v4.0
Gross Receipts
$308,186
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.

CLT Joules is a 501(c)(3) non-profit working with utilities, industry, municipalities, universities and R&D institutions to identify, advise, connect and deploy cleantech startups with Charlotte and the Research Triangle Park.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$630,385$331,821▼ $298,564
Cash and Non-Interest-Bearing Accounts$86,939$153,402▲ $66,463
Prepaid Expenses and Deferred Charges$239$239→ $0
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$717,563$485,462▼ $232,101
Other Assets Total-$0-
Liabilities
Grants Payable$270,358$152,832▼ $117,526
Deferred Revenue$265,660$140,815▼ $124,845
Accounts Payable and Accrued Expenses$50,190$16,489▼ $33,701
Total Liabilities$586,208$310,136▼ $276,072
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$131,355$175,326▲ $43,971
Total Net Assets Fund Balance$131,355$175,326▲ $43,971
Total Liabilities and Net Assets / Fund Balance$717,563$485,462▼ $232,101
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert IrvinExecutive DirectorFT$142,000$13,600$155,600

Board Members and Trustees

NameTitle
Brian SavoyChairman
Bob VaryDirector
Brian HeslinDirector
David JonesDirector
Heather LuxDirector
Mark BoomgardenDirector
Paul SteinDirector
Swati DajiDirector
Sharai LavoieTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$308,186
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$150,000
Change in Net Assets
$43,971
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$260,423
Total Fundraising Expense$84,511
Other Expenses$3,792
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$121,600$15,200$15,200$152,000
Other Salaries and Wages$15,027$3,750$56,167$74,944
Payroll Taxes$14,019$1,994$8,751$24,764
Other Employee Benefits$4,805$691$3,219$8,715
Insurance$323$1,415$349$2,087
Office Expenses$517$65$65$647
Other Expenses$301$38$240$240
Occupancy$37$6$34$77
Travel$-334$190$50$-94
Total Functional Expenses$156,391$23,313$84,511$264,215
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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 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
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, Part VI, Line 11B: Form 990 Review Process

“Board members review the Form 990 prior to filing”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“CLT Joules regularly and consistently monitors and enforces compliance with the conflict of interest policy.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Executive Director salary is determined by and approved by the Board.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
CLT Joules
EIN
45-4670819
Phone
7046440235
Address
1924 Cleveland Avenue 201, Charlotte, NC 28203

Signing Officer

Name
Sharai Lavoie
Title
Treasurer
Signed
2021-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Irvin
Formed
2012
Legal Domicile
Nc
Voting Board Members
10
Independent Board Members
9
Employees
2
Volunteers
10

Preparer

Firm
C DeWitt Foard & Co PA CPAs
Address
817 E Morehead Street Ste 100, Charlotte, NC 28202
Preparer
Phillip G Wilson
Phone
7043721515
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IRS990/Desc02 cohorts per year (8 to date) 60 startups engaged with our community Over 100 local jobs created Over $35 million in local investment 14 pilot projects Awarded a 3-year grant of $750,000 from the US Economic Development Administration
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt056167
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03750
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt015027
IRS990/OtherSalariesAndWagesGrp/TotalAmt074944
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt08751
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01994
IRS990/PayrollTaxesGrp/ProgramServicesAmt014019
IRS990/PayrollTaxesGrp/TotalAmt024764
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0630385
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0331821
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0239
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0239
IRS990/PrincipalOfficerNm0Robert Irvin
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0314341
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt057934
IRS990/PYRevenuesLessExpensesAmt055932
IRS990/PYSalariesCompEmpBnftPaidAmt0200475
IRS990/PYTotalExpensesAmt0258409
IRS990/PYTotalRevenueAmt0314341
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt043971
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0308186
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0314340
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0350000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt030000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0363635
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01366161
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.38930
IRS990ScheduleA/PublicSupportTotal170Amt0531807
IRS990ScheduleA/SubstantialContributorsTotAmt0834354
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0308186
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0314340
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0350000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt030000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0363635
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01366161
IRS990ScheduleA/TotalSupportAmt01366161
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0142000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount010000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt03600
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Robert Irvin
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Dir.
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0155600
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Board members review the Form 990 prior to filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLT Joules regularly and consistently monitors and enforces compliance with the conflict of interest policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Executive Director salary is determined by and approved by the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0717563
IRS990/TotalAssetsEOYAmt0485462
IRS990/TotalAssetsGrp/BOYAmt0717563
IRS990/TotalAssetsGrp/EOYAmt0485462
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt0308186
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt084511
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt023313
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0156391
IRS990/TotalFunctionalExpensesGrp/TotalAmt0264215
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0586208
IRS990/TotalLiabilitiesEOYAmt0310136
IRS990/TotalLiabilitiesGrp/BOYAmt0586208
IRS990/TotalLiabilitiesGrp/EOYAmt0310136
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0131355
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0175326
IRS990/TotalOtherCompensationAmt03600
IRS990/TotalProgramServiceExpensesAmt0156391
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt0152000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0308186
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0717563
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0485462

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$485,462
Liabilities
$310,136
Net assets
$175,326
Revenue
$308,186
Expenses
$264,215
Net income
$43,971
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
2020Detailed filing. Detailed filing data is available for this year.$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
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