Civic Intelligence

Kappa Charitable Trust Fund Inc.

990 • Fiscal year 2020 • EIN 56-2063057

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 02, 2022

Organization Profile
PO Box 10652Raleigh, NC 27605-0652

(919) 737-4381

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • NTEE B82 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

76th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • NTEE B82 • <$500k nonprofits • Source year 2020

Net Margin

39th percentile

-9.3%

Higher net margin than 39% of similar nonprofits.

2020 filings • NTEE B82 • <$500k nonprofits • Source year 2020

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

2020 filings • NTEE B82 • <$500k nonprofits • Source year 2020

Asset Growth

62nd percentile

4.6%

Faster asset growth than 62% of similar nonprofits.

2020 filings • NTEE B82 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

44th percentile

-35%

Faster revenue growth than 44% of similar nonprofits.

2020 filings • NTEE B82 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$349,173

Up $15,503 (+4.6%) from 2019

Net Assets

Up

$349,173

Up $15,503 (+4.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin39th percentile

Revenue

Down

$58,627

Down $31,147 (-35%) from 2019

Expenses

Down

$64,056

Down $19,727 (-24%) from 2019

Net Income

Down

-$5,429

Down $11,420 (-191%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$600K$400K$200K$0Assets 2011: $289,642Liabilities 2011: $22,500Net Assets 2011: $267,1422011Assets 2012: $314,934Liabilities 2012: $0Net Assets 2012: $314,9342012Assets 2013: $338,828Liabilities 2013: $0Net Assets 2013: $338,8282013Assets 2014: $325,930Liabilities 2014: $0Net Assets 2014: $325,9302014Assets 2015: $319,997Liabilities 2015: $0Net Assets 2015: $319,9972015Assets 2016: $331,301Liabilities 2016: $0Net Assets 2016: $331,3012016Assets 2017: $323,523Liabilities 2017: $0Net Assets 2017: $323,5232017Assets 2018: $327,679Liabilities 2018: $0Net Assets 2018: $327,6792018Assets 2019: $333,670Liabilities 2019: $0Net Assets 2019: $333,6702019Assets 2020: $349,173Liabilities 2020: $0Net Assets 2020: $349,1732020Assets 2021: $322,028Liabilities 2021: $1,500Net Assets 2021: $320,5282021Assets 2022: $381,108Liabilities 2022: $1,200Net Assets 2022: $379,9082022Assets 2023: $564,598Liabilities 2023: $244,315Net Assets 2023: $320,2832023

Highlighted filing

2020

Assets$349,173
Liabilities$0
Net Assets$349,173
Open 2020 Filing

Operations Trend

Revenue Growth44th percentile

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

$200K$100K$0-$100KRevenue 2011: $87,136Expenses 2011: $88,630Net Income 2011: -$1,4942011Revenue 2012: $53,970Expenses 2012: $52,451Net Income 2012: $1,5192012Revenue 2013: $93,202Expenses 2013: $69,308Net Income 2013: $23,8942013Revenue 2014: $62,209Expenses 2014: $75,107Net Income 2014: -$12,8982014Revenue 2015: $94,198Expenses 2015: $100,131Net Income 2015: -$5,9332015Revenue 2016: $89,238Expenses 2016: $77,934Net Income 2016: $11,3042016Revenue 2017: $83,976Expenses 2017: $91,754Net Income 2017: -$7,7782017Revenue 2018: $83,241Expenses 2018: $79,085Net Income 2018: $4,1562018Revenue 2019: $89,774Expenses 2019: $83,783Net Income 2019: $5,9912019Revenue 2020: $58,627Expenses 2020: $64,056Net Income 2020: -$5,4292020Revenue 2021: $73,077Expenses 2021: $100,224Net Income 2021: -$27,1472021Revenue 2022: $151,136Expenses 2022: $92,056Net Income 2022: $59,0802022Revenue 2023: $113,159Expenses 2023: $172,483Net Income 2023: -$59,3242023

Highlighted filing

2020

Revenue$58,627
Expenses$64,056
Net Income-$5,429
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 2, 2022
Return Version
2020v4.1
Gross Receipts
$58,627
Mission and Program Overview

Mission

Scholarship, community engagement and services

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$268,000$290,000▲ $22,000
Savings and Temporary Cash Investments$56,004$34,859▼ $21,145
Cash and Non-Interest-Bearing Accounts$9,666$24,314▲ $14,648
Total Assets$333,670$349,173▲ $15,503
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$306,167$345,856▲ $39,689
Net Assets Without Donor Restrictions$27,503$3,317▼ $24,186
Total Net Assets Fund Balance$333,670$349,173▲ $15,503
Total Liabilities and Net Assets / Fund Balance$333,670$349,173▲ $15,503

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$240,000--
Land$50,000--
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

NameTitle
Kemah WashingtonPresident
Jon WilkinsVice President
Greg ReynoldsBoard Member
Jerry WileyBoard Member
Louis NewsomeBoard Member
Mark ConnorBoard Member
Dennis BarnesFinanical Secretary
Eric WilliamsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$9,277
Program Service Revenue
$11,982
Investment Income
$104
Other Revenue
$37,264
All Other Contributions
$9,277
Change in Net Assets
$-5,429
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$64,056
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy-$35,795-$35,795
Other Expenses$28,261--$28,261
Total Functional Expenses$28,261$35,795$0$64,056
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Kappa Charitable Trust Fund
EIN
56-2063057
Address
PO BOX 10652, RALEIGH, NC 27605-0652

Signing Officer

Name
Eric Williams
Title
Financial Officer
Signed
2022-03-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Williams
Formed
1985
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
150

Preparer

Firm
Harrisons Tax and Bookkeeping
Address
2122 BLACKWOLF RUN LANE, RALEIGH, NC 27604
Preparer
Latonya D Harrison
Phone
2524697999
Supplemental Narrative

Additional Explanations

Form 990 - Supplemental Information

“01. Unrelated business income explanation (Part V, line 3b) Rental Property 02. Form 990 governing body reviews (Part VI, line 11) The governing boards reviews all relevant documents. 03. Conflict of interest policy compliance (Part VI, line 12c) The Conflict of Interest policy is reviewed periodically to ensure it is in compliance. 04. CEO, Executive Director, top management compensation (Part VI, line 15a) The organization has no CEO but if one is needed, compensation will be based on market conditions in the area. 05. Other Officer or key employee compensation (Part VI, line 15b) There are no key employees, but if required in the future, compensation will be based on market conditions. 06. Form 990 availability to public (Part VI, line 18) Documents are available to the public upon request. 07. Governing documents, etc, available to public (Part VI, line 19) Govering documents are available upon request.”

Part XI, Line 9

“Value of facility increased due to maintenance upgrades”

Raw XML Appendix358 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/ExplanationTxt001. Unrelated business income explanation (Part V, line 3b) Rental Property 02. Form 990 governing body reviews (Part VI, line 11) The governing boards reviews all relevant documents. 03. Conflict of interest policy compliance (Part VI, line 12c) The Conflict of Interest policy is reviewed periodically to ensure it is in compliance. 04. CEO, Executive Director, top management compensation (Part VI, line 15a) The organization has no CEO but if one is needed, compensation will be based on market conditions in the area. 05. Other Officer or key employee compensation (Part VI, line 15b) There are no key employees, but if required in the future, compensation will be based on market conditions. 06. Form 990 availability to public (Part VI, line 18) Documents are available to the public upon request. 07. Governing documents, etc, available to public (Part VI, line 19) Govering documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VALUE OF FACILITY INCREASED DUE TO MAINTENANCE UPGRADES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - SUPPLEMENTAL INFORMATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 9
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC WILLIAMS
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARRISONS TAX AND BOOKKEEPING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02122 BLACKWOLF RUN LANE
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ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LATONYA D HARRISON
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ReturnHeader/ReturnTs02022-03-26T14:03:55-05:00
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$349,173
Liabilities
$0
Net assets
$349,173
Revenue
$58,627
Expenses
$64,056
Net income
-$5,429
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$5.65$2.44$3.20$1.13$1.72$0.59
2022Summary only. Only limited summary data is available for this year.$3.81$0.01$3.80$1.51$0.92$0.59
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$0.02$3.21$0.73$1.00$0.27
2020Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.59$0.64$0.05
2019Summary only. Only limited summary data is available for this year.$3.34$0.00$3.34$0.90$0.84$0.06
2018Summary only. Only limited summary data is available for this year.$3.28$0.00$3.28$0.83$0.79$0.04
2017Summary only. Only limited summary data is available for this year.$3.24$0.00$3.24$0.84$0.92$0.08
2016Summary only. Only limited summary data is available for this year.$3.31$0.00$3.31$0.89$0.78$0.11
2015Summary only. Only limited summary data is available for this year.$3.20$0.00$3.20$0.94$1.00$0.06
2014Summary only. Only limited summary data is available for this year.$3.26$0.00$3.26$0.62$0.75$0.13
2013Summary only. Only limited summary data is available for this year.$3.39$0.00$3.39$0.93$0.69$0.24
2012Summary only. Only limited summary data is available for this year.$3.15$0.00$3.15$0.54$0.52$0.02
2011Summary only. Only limited summary data is available for this year.$2.90$0.23$2.67$0.87$0.89$0.01