Civic Intelligence

Croatan Institute

990EZ • Fiscal year 2013 • EIN 46-3673347

Aug 05, 2013 to Dec 31, 2013 • Filed on Nov 06, 2014

Organization ProfileWWW.CROATANINSTITUTE.ORG
PO Box 204427702

(919) 794-7440

Siviq Scores

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

Liabilities / Assets

86th percentile

0.38x

Higher debt load relative to assets than 86% of similar nonprofits.

2013 filings • NTEE C • <$500k nonprofits • Source year 2013

Liabilities / Revenue

88th percentile

0.30x

Higher debt load relative to revenue than 88% of similar nonprofits.

2013 filings • NTEE C • <$500k nonprofits • Source year 2013

Net Margin

89th percentile

48%

Higher net margin than 89% of similar nonprofits.

2013 filings • NTEE C • <$500k nonprofits • Source year 2013

Top Officer Pay

72nd percentile

$5,559

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

2013 filings • NTEE C • <$500k nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets86th percentile

Assets

$42,199

No earlier filing loaded for comparison.

Net Assets

$26,084

No earlier filing loaded for comparison.

Liabilities

$16,115

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin89th percentile

Revenue

$53,903

No earlier filing loaded for comparison.

Expenses

$27,819

No earlier filing loaded for comparison.

Net Income

$26,084

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2013: $42,199Liabilities 2013: $16,115Net Assets 2013: $26,0842013Assets 2014: $53,316Liabilities 2014: $44,366Net Assets 2014: $8,9502014Assets 2015: $60,314Liabilities 2015: $69,640Net Assets 2015: -$9,3262015Assets 2016: $127,825Liabilities 2016: $83,784Net Assets 2016: $44,0412016Assets 2017: $45,482Liabilities 2017: $74,853Net Assets 2017: -$29,3712017Assets 2018: $109,649Liabilities 2018: $108,534Net Assets 2018: $1,1152018Assets 2019: $126,367Liabilities 2019: $120,769Net Assets 2019: $5,5982019Assets 2020: $621,450Liabilities 2020: $269,850Net Assets 2020: $351,6002020Assets 2021: $638,090Liabilities 2021: $320,974Net Assets 2021: $317,1162021Assets 2022: $831,046Liabilities 2022: $618,312Net Assets 2022: $212,7342022Assets 2023: $1,316,658Liabilities 2023: $788,436Net Assets 2023: $528,2222023Assets 2024: $1,586,847Liabilities 2024: $1,565,849Net Assets 2024: $20,9982024

Highlighted filing

2013

Assets$42,199
Liabilities$16,115
Net Assets$26,084
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MRevenue 2013: $53,903Expenses 2013: $27,819Net Income 2013: $26,0842013Revenue 2014: $302,278Expenses 2014: $319,412Net Income 2014: -$17,1342014Revenue 2015: $209,848Expenses 2015: $228,124Net Income 2015: -$18,2762015Revenue 2016: $314,180Expenses 2016: $260,813Net Income 2016: $53,3672016Revenue 2017: $125,893Expenses 2017: $199,305Net Income 2017: -$73,4122017Revenue 2018: $253,306Expenses 2018: $222,820Net Income 2018: $30,4862018Revenue 2019: $212,926Expenses 2019: $213,069Net Income 2019: -$1432019Revenue 2020: $585,197Expenses 2020: $496,726Net Income 2020: $88,4712020Revenue 2021: $818,932Expenses 2021: $774,294Net Income 2021: $44,6382021Revenue 2022: $1,384,434Expenses 2022: $1,488,612Net Income 2022: -$104,1782022Revenue 2023: $1,999,080Expenses 2023: $1,631,380Net Income 2023: $367,7002023Revenue 2024: $1,201,287Expenses 2024: $1,703,190Net Income 2024: -$501,9032024

Highlighted filing

2013

Revenue$53,903
Expenses$27,819
Net Income$26,084
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Aug 5, 2013 to Dec 31, 2013
Signed
Nov 6, 2014
Return Version
2013v3.0
Gross Receipts
$53,903
Mission and Program Overview

Mission

Advanced social and environmental research and engagement conducting research for the benefit of the public.

Program Services

DescriptionGrantsExpenses
PROVIDES ENVIRONMENTAL AND SOCIAL SCIENTIFIC RESEARCH SERVICES TO A VARIETY OF ORGANIZATIONS AND RESEARCH SPONSORS. RESEARCH AND THE OUTCOMES OF ENGAGEMENTS ARE REGULARLY PUBLISHED,PRESENTED AT CONFERENCES AND MADE PUBLICLY AVAILABLE.$0$24,872
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSHUA HUMPHREYSPresident, ChairFT$5,559-$5,559
DOLLY H GRAY-BUSSARDTreasurer-$0--
TUCKER MOORSHEADVice President & Secretary-$0--
Filing and Contact Details

Filer

EIN
46-3673347
Phone
9197947440

Signing Officer

Name
Joshua Humphreys
Title
President
Phone
9197947440
Signed
2014-11-06
Discuss with paid preparer
Yes

Preparer

Preparer
Cheryl Rhew
Phone
9197811055
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: investment income. Amount: 18.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank fee. Amount: 33. Description: insurance. Amount: 315. Description: it. Amount: 1,484. Description: meals & entertainment. Amount: 150. Description: postage. Amount: 65. Description: travel. Amount: 1,159. Total to form 990-ez, line 16: 3,206.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: accounts receivable. Beg. Of year amount: 0. End of year amount: 6,730. Description: accrued revenue. Beg. Of year amount: 0. End of year amount: 2,461.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: accounts payable. Beg. Of year amount: 0. End of year amount: 2,395. Description: accrued expenses. Beg. Of year amount: 0. End of year amount: 13,720.”

Raw XML Appendix141 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10JOSHUA HUMPHREYS
IRS990EZ/BooksInCareOfDetail/PhoneNum09197947440
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 2044
IRS990EZ/BooksInCareOfDetail/USAddress/City0DURHAM
IRS990EZ/BooksInCareOfDetail/USAddress/State0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode027702
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033008
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt026084
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt019054
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042199
IRS990EZ/GrossReceiptsAmt053903
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InvestmentIncomeAmt018
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026084
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026084
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt05559
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSHUA HUMPHREYS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DOLLY H GRAY-BUSSARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TUCKER MOORSHEAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT, CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT & SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt09191
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt03206
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ADVANCED SOCIAL AND ENVIRONMENTAL RESEARCH AND ENGAGEMENT CONDUCTING RESEARCH FOR THE BENEFIT OF THE PUBLIC.
IRS990EZ/ProgramServiceRevenueAmt053885
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDES ENVIRONMENTAL AND SOCIAL SCIENTIFIC RESEARCH SERVICES TO A VARIETY OF ORGANIZATIONS AND RESEARCH SPONSORS. RESEARCH AND THE OUTCOMES OF ENGAGEMENTS ARE REGULARLY PUBLISHED,PRESENTED AT CONFERENCES AND MADE PUBLICLY AVAILABLE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024872
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt05559
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt016115
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt027819
IRS990EZ/TotalProgramServiceExpensesAmt024872
IRS990EZ/TotalRevenueAmt053903
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CROATANINSTITUTE.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0ORGANIZATION WAS INCORPORATED 8/5/2013.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0PART III, LINE 14
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt018
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt051424
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt051424
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt018
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt051424
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051424
IRS990ScheduleA/Total509Grp/TotalAmt051424
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051442
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt051442
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 18.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK FEE. AMOUNT: 33. DESCRIPTION: INSURANCE. AMOUNT: 315. DESCRIPTION: IT. AMOUNT: 1,484. DESCRIPTION: MEALS & ENTERTAINMENT. AMOUNT: 150. DESCRIPTION: POSTAGE. AMOUNT: 65. DESCRIPTION: TRAVEL. AMOUNT: 1,159. TOTAL TO FORM 990-EZ, LINE 16: 3,206.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 6,730. DESCRIPTION: ACCRUED REVENUE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,461.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,395. DESCRIPTION: ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 13,720.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSHUA HUMPHREYS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09197947440
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10CROATAN INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0CROA
ReturnHeader/Filer/EIN0463673347
ReturnHeader/Filer/PhoneNum09197947440
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 2044
ReturnHeader/Filer/USAddress/City0DURHAM
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027702
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MCGLADREY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101201 EDWARDS MILL ROAD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0276073625
ReturnHeader/PreparerPersonGrp/PhoneNum09197811055
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHERYL RHEW
ReturnHeader/ReturnTs02014-11-13T07:21:24-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-08-05
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,199
Liabilities
$16,115
Net assets
$26,084
Revenue
$53,903
Expenses
$27,819
Net income
$26,084
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$1.57$0.02$1.20$1.70$0.50
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.79$0.53$2.00$1.63$0.37
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.62$0.21$1.38$1.49$0.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.32$0.32$0.82$0.77$0.04
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.27$0.35$0.59$0.50$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.12$0.01$0.21$0.21$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.11$0.00$0.25$0.22$0.03
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.07$0.03$0.13$0.20$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.08$0.04$0.31$0.26$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.06$0.07$0.01$0.21$0.23$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.04$0.01$0.30$0.32$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.04$0.02$0.03$0.05$0.03$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • <$500k nonprofits